Lund Capital Management provides investment advice to individuals and high net worth individuals. Lund Capital works with clients to develop a financial outline and investment plan based on their financial circumstances, goals, and risk tolerance. Lund Capital manages client investment portfolios on a discretionary or non-discretionary basis.
Assets Under Management$850K
Clients7
Advisors1
Avg. per Client$120K
Avg. per Advisor$850K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment advisory service fees are individually negotiated with each client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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