Lunin-Pack Planning & Advice (LPPA) provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. LPPA manages investments using mutual funds and exchange-traded funds (ETFs) through models accessed through a TAMP program, as well as independent investment managers. LPPA also offers education services including online classes, public speaking and writing of books and articles.
Assets Under Management$26M
Clients37
Advisors2
Avg. per Client$710K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M - $5.0M | 0.85% |
| $5M+ | 0.75% |
LPPA can negotiate a different fee rate for asset management services with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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