Catherine Dunnam
Catherine Dunnam is a registered investment advisor at Planned Solutions, INC., based in Folsom, CA, with 18 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 780 clients with $540M 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 $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and associated persons of the firm and its affiliates.
Fee Estimator
Location
1130 Iron Point Road #170, Folsom, CA, 95630-8310
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Catherine is a director and registered investment advisor at Planned Solutions, Inc., dedicating about a quarter of her time to board meetings, trading, compliance, client service, and operations. Catherine is also a director at Smith, Robertson & Johnson Insurance Services, Inc., where she spends about a quarter of her time on sales of insurance products.
Employment History
Current Registrations
Planned Solutions, INC.
Previous Registrations
Securities Service Network, LLCBroker
State Registrations1 state
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