Alexander Lund is a registered investment advisor at Cutler Investment Group, based in Anchorage, AK, with 11 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 973 clients with $1.3B 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000. For family and friends of the Firm, the Firm may, in its sole discretion, reduce or waive management fees in their entirety.
Fee Estimator
Location
3601 C Street, Suite 822, Anchorage, AK, 99503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cutler Investment Group
Previous Registrations
Foundations Asset Management, LLC
State Registrations1 state
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