Jonathan P. Lundmark offers investment management and financial planning services to individuals. As a fiduciary, Jonathan P. Lundmark aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. Services include creating tailored investment portfolios and financial plans covering various aspects like retirement, estate, tax, and education planning.
Assets Under Management$2.9M
Clients13
AdvisorsN/A
Avg. per Client$220K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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