Lunt Capital Management (LCM) is a registered investment advisor providing investment advice and portfolio management services. LCM offers sub-advisory services, model portfolio services, and consulting for retirement plans. LCM works with individuals, entities, and retirement plans to provide investment solutions based on their needs. LCM manages accounts on a discretionary or non-discretionary basis and uses model portfolios or a combination of model portfolios and other investments.
Assets Under Management$600M
Clients221
Advisors3
Avg. per Client$2.7M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees typically range from 0.50% to 1.00% and are negotiable based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...