How does the advisor help clients – Key Takeaways:
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. is a well-respected financial firm that provides expert investment counsel to their clients. With their professional and knowledgeable team, they assist clients in achieving their financial goals and securing their financial future.
Their team of advisors is highly skilled and dedicated to providing personalized financial solutions, tailored to their clients’ unique needs. They pride themselves on transparency, communication, and their commitment to always acting in their clients’ best interests.
Facts and Insights
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. has been in the business of providing financial advice since 1985. With over 35 years of experience, they have built a reputation for delivering exceptional service and results for their clients.
The firm currently has over $5 billion in assets under management and is supported by a team of over 100 advisors nationwide. With their extensive resources and expertise, they are able to provide comprehensive financial solutions that meet the diverse needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 100+ | Over 35 years |
Financial Services Offered
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. offers a wide range of financial services to meet the complex needs of their clients. This includes investment management, financial planning, retirement planning, estate planning, tax planning, and more.
Their team of advisors is well-versed in all aspects of the financial world and stays up to date with the latest trends and strategies. This enables them to provide their clients with the best advice and opportunities to grow their wealth and secure their financial future.
Client Types
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. works with a diverse group of clients, including high-net-worth individuals, families, and businesses. Their services are tailored to meet the specific needs of each client, ensuring that they receive the best possible advice and solutions.
Whether their clients are just starting their financial journey or are seasoned investors, the firm has the expertise and resources to help them achieve their financial goals.
Fees & Compensation
The advisors at DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. are committed to providing transparent and fair pricing for their services. They take the time to explain their fees and compensation structure to their clients, ensuring that they understand exactly what they are paying for.
Their fees and compensation are based on a percentage of assets under management, meaning that their interests are directly aligned with their clients’ goals and success.
Background
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. was founded by Jason Dunham, who brings over 35 years of experience and expertise to the firm. He has built a team of talented advisors who share his philosophy of putting clients first and providing transparent and unbiased financial advice.
The firm has received numerous awards and accolades for its innovative and client-centric approach, including being listed as one of the top registered investment advisors by Barron’s and Financial Advisor Magazine.
Financial Advisor Disclosures to Know
Like all financial advisors, DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. is required to disclose any potential conflicts of interest or legal issues that may impact their clients. This includes any regulatory actions, legal proceedings, or criminal convictions that the firm or its advisors may have.
These disclosures are important for clients to know and can be found on the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website.
In conclusion, DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. is a reputable and experienced financial firm that is dedicated to helping clients achieve their financial goals. With a team of knowledgeable advisors and a wide range of financial services, they are well-equipped to provide tailored solutions for every client.