A complete list of active advisors currently associated with Mundell Asset Management LLC

Warmer can help you find a great advisor at Mundell Asset Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Mundell Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.