Michael Dunne
Michael Dunne is a registered investment advisor at Uhlmann Investment Management, L.L.C., based in Skokie, IL, with 36 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 456 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
UIM may negotiate its fee or exclude certain investments from the fee calculation at its discretion.
Fee Estimator
Location
5202 Old Orchard Road, Suite 250, Skokie, IL, 60077
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2017Other Business Activities
Michael is affiliated with Uhlmann Investment Management LLC, which is investment-related and owned by UP Securities to serve their advisory clients.
Employment History
Current Registrations
Uhlmann Investment Management, L.L.C.
Uhlmann Price Securities, LLCBroker
Previous Registrations
Avellino Financial Advisors, INC.
Forest Securities,inc.Broker
Birkelbach Investment Securities, INC.Broker
Southwest Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Tradition Asiel Securities INC.Broker
Preferredtrade, INC.Broker
Knight Securities, L.P.Broker
Mesirow Financial, INC.Broker
State Registrations1 state
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.