Blake Dunlop
Blake Dunlop is a registered investment advisor at Benjamin F. Edwards Wealth Management, LLC, based in St. louis, MO, with 41 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,817 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EWM offers discretionary investment management services through wrap fee or unbundled accounts. Fees are negotiable and customized based on the services provided. The advisor determines the fee for each client, and fees vary based on factors like the cost of business and the advisor's experience. Clients pay quarterly based on the average daily value of the account. Fees are negotiable.
Location
One North Brentwood Blvd., Suite 510, St. louis, MO, 63105
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2008Customer Dispute
April 2008Other Business Activities
Blake is the Vice President of the St. Louis Blues Alumni Association, spending minimal time per week and has control over investment decisions. Blake is also a 50% owner of Dunlop Investment Group, LLC, where he provides investment advice, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Benjamin F. Edwards Wealth Management, LLC
Benjamin F. Edwards & Company, INC.Broker
Previous Registrations
Benjamin F. Edwards & Company, Incorporated
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.