John Dunn is a registered investment advisor at Strategic Advisers LLC, based in Bedford, NY, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Bedford, NY
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Regulatory History (1)
Criminal
July 1990Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Nationwide Securities, LLCBroker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations53 states
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