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How does the advisor help clients – Key Takeaways:
DUNNAVAN & CO. provides a range of financial services and works with a variety of client types. Their team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized solutions.
Facts and Insights
DUNNAVAN & CO. has been in the financial industry for over 20 years, providing top-notch financial advice and services to their clients. Their team of advisors consists of highly knowledgeable and experienced professionals, constantly staying up-to-date with the latest market trends and strategies to offer the best solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
DUNNAVAN & CO. offers a wide range of financial services to their clients, including investment management, retirement planning, tax planning, estate planning, and more. Their team of experts works closely with each client to understand their unique financial needs and goals, and then develops a personalized plan to help them achieve success.
Client Types
DUNNAVAN & CO. works with a diverse range of clients, including high-net-worth individuals, families, and small businesses. They understand that each client has unique financial goals, and they tailor their services to meet the specific needs of each client.
Fees & Compensation
DUNNAVAN & CO. operates on a fee-only basis, which means that they do not receive any commissions for recommending certain products or services. This structure ensures that their clients can trust their advice is unbiased and solely focused on helping them achieve their financial goals.
Background
DUNNAVAN & CO. was founded by John Dunnavan, a highly respected financial expert with over 30 years of experience in the industry. He started the company with the goal of providing personalized, high-quality financial advice and services to clients.
Financial Advisor Disclosures to Know
DUNNAVAN & CO. is a registered investment advisor (RIA), which means that they are held to a fiduciary standard. This means that they are legally obligated to act in the best interests of their clients and provide transparent and honest advice.
Additionally, DUNNAVAN & CO. has no disclosures on their record, indicating a clean track record and a commitment to ethical and responsible practices.