Kathryn Lund-Wilde
Kathryn Lund-Wilde is a CFP-designated registered investment advisor at Milestone Financial Planning, LLC, based in Westford, MA, with 19 years of industry experience. Kathryn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 257 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Fees may be negotiable at Milestone's discretion. Clients are subject to a minimum annual fee of $10,000, which may be waived.
Fee Estimator
Contact
Kathryn Lund-Wilde
Location
Westford, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kathryn is a CPA and sole practitioner/principal of a CPA practice since 1990, providing tax preparation and non-investment-related financial services for small businesses. This takes about 10-20% of Kathryn's time, some of which may occur during securities trading hours.
Employment History
Current Registrations
Milestone Financial Planning, LLC
Previous Registrations
Mosaic Financial Advisors, LLC
Kathryn K. Lund, CPA
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams