Mundell Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mundell Asset Management LLC provides personalized financial planning and consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. Rather than directly managing client portfolios, the firm refers clients to third‑party money managers and serves as the liaison between clients and those managers.
The firm delivers tailored financial plans and ongoing consultations that address cash flow, tax, insurance, retirement, education funding and estate planning, drawing on fundamental and technical analysis in its reviews. It typically charges fixed or hourly planning fees and reviews third‑party managers’ reports on a periodic basis, but does not accept discretionary trading authority or vote client proxies.
Noteworthy differences from many independent advisors include an affiliation with insurance and estate‑planning businesses through which the managing member may offer insurance or estate planning products and receive commissions or other compensation; this relationship and related conflicts are disclosed in the brochure. The firm also relies on referral arrangements with third‑party managers and vendor incentive programs rather than charging percentage‑of‑assets under management, features that the brochure highlights as material and managed through disclosure and internal procedures.
Client services
Expertise
Fee options
Negotiable fixed fee with a maximum of $2,500 based on complexity and unique client needs
$200 per hour for financial planning services
Fee-only: Hourly fee of $200 per hour; Fixed fees negotiable up to $2,500 maximum for financial planning
Main office
Canal Fulton OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Mundell Asset Management LLC · The Mundell Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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