Martin Lundgren is a CFA, CFP-designated registered investment advisor at Northern Lights Advisors, INC., based in Seattle, WA, with 13 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 114 clients with $130M 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 - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $30.0M | 0.30% |
| $30M+ | 0.30% |
Fees listed are for individual portfolio management services. Institutional portfolio management services fees are 1.50% on the first $20,000,000 and negotiable over $20,000,000.
Fee Estimator
Contact
Martin Lundgren
Location
1448 NW Market St, Suite 500, Seattle, WA, 98107
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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 →Employment History
Current Registrations
Northern Lights Advisors, INC.
Previous Registrations
Pathstone Family Office, LLC
Fortigent, LLC
State Registrations4 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
Additional Information
Martin Lundgren, President and founder of Northern Lights Advisors, Inc., is a firm believer in a fundamental and comprehensive planning process paired with a common sense investment approach. He previously served as a Client Relationship Director for a private wealth management service provider, advising wealth managers with over $10 billion under management. He was also responsible for large client relationships, investments, and asset allocation at a large multi-family office.