Dylan Lund Financial, LLC offers wealth management and financial planning services. Wealth management includes investment management and financial planning. Financial planning involves evaluating a client's current and future financial state. Dylan Lund Financial is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$260K
Clients2
Advisors1
Avg. per Client$130K
Avg. per Advisor$260K
www.dylanlundfinancial.com ·www.linkedin.com/company/dylan-lund-financial-llc ·www.facebook.com/profile.php?id=61587595194483
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$2,040
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Minimum annual fee of $2,040. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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