Lunsford Financial Planning offers wealth management and financial planning services tailored to individual client needs. Wealth management includes ongoing financial planning, investment management, estate plan reviews, cash flow planning, insurance reviews, and maximizing employer benefits. Financial planning can be one-time or ongoing, covering retirement, education, tax, and estate planning.
Assets Under Management$45M
Clients49
Advisors1
Avg. per Client$930K
Avg. per Advisor$45M
Fee Structure
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable based on the length or scope of the client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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