How does the advisor help clients – Key Takeaways:
DUNLAP EQUITY MANAGEMENT, LLC. is a trusted financial advisor that provides expert guidance and support to their clients. They offer a wide range of financial services and work with various client types, providing personalized solutions to help their clients achieve their financial goals.
Facts and Insights
DUNLAP EQUITY MANAGEMENT, LLC. has been in the financial industry for over 20 years, making them a well-established and reputable firm. They currently have over $1 billion in assets under management, and their team consists of highly experienced and knowledgeable advisors who are dedicated to helping their clients succeed.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10+ | 20+ years |
Financial Services Offered
DUNLAP EQUITY MANAGEMENT, LLC. offers a wide range of financial services to their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
DUNLAP EQUITY MANAGEMENT, LLC. works with a diverse range of clients, including:
- Individuals
- Families
- High net worth individuals
- Business owners
- Retirees
Fees & Compensation
DUNLAP EQUITY MANAGEMENT, LLC. is committed to transparency and clarity when it comes to fees and compensation. They charge a percentage of assets under management as their annual management fee, which is typically 1% or less. As a fee-only advisor, they do not receive commissions or other forms of compensation, ensuring their clients’ best interests are always the top priority.
Background
DUNLAP EQUITY MANAGEMENT, LLC. was founded by John Dunlap, a financial expert with over 30 years of experience in the industry. He has built a team of dedicated and knowledgeable advisors who share the same passion for helping clients achieve their financial goals. The firm is headquartered in New York City and serves clients nationwide.
Financial Advisor Disclosures to Know
As a registered investment advisor, DUNLAP EQUITY MANAGEMENT, LLC. is required to disclose any potential conflicts of interest or disciplinary actions. Their Form ADV, available on the Securities and Exchange Commission’s website, provides information on the firm’s services, fees, and any disclosures.