Advisor at Lunt Capital Management Inc.
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Firm
Lunt Capital Management Inc.
Location
Holladay, UT 84117
Credentials
Series 65
Industry experience
3 years
Joseph Lunt is a financial advisor at Lunt Capital Management Inc. with a Series 65 designation and three years of industry experience. Prior to joining Lunt Capital Management in 2022, he worked at Brigham Young University and held roles with the Church of Jesus Christ of Latter-Day Saints as well as at Olympus High School and Olympus Jr. High School. Lunt Capital Management provides fee-based portfolio management, model-portfolio licensing, and retirement-plan consulting to individuals, 401(k) plans, and other investment advisers. The firm uses strategic and tactical quantitative processes focused on relative strength, technical, and cyclical analysis to implement customized model portfolios and also serves as an index provider for certain exchange-traded funds.
Based on Lunt Capital Management Inc.
Based on Lunt Capital Management Inc.
Flat fees possible as negotiated; may be flat monthly, quarterly, or annual fees
$0+: 0.50% to 1.00% $0+: up to 0.75% $0+: up to 1.00% (401k Plan Model Services)
Possible subscription fees for consulting, investment research, and tactical signals; varies by financial professional and scope of work
Fee-only: Fee-based; fees typically charged quarterly in arrears; fees negotiable and may be flat monthly, quarterly, or annual fees; discounts up to full waiver available at discretion of LCM
4725 S. Holladay Blvd, Ste 220
Holladay, UT 84117
Texas · Utah
Lunt Capital Management, Inc.
2022 - Present (4 years)
Brigham Young University
2018 - 2022 (4 years)
Church of Jesus Christ of Latter-Day Saints
2016 - 2018 (2 years)
Olympus High School & Olympus Jr. High School
2010 - 2016 (6 years)
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