David Dunn is a registered investment advisor at Kingsbridge Wealth Management, INC., based in Las Vegas, NV, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 2 more. Their firm serves 51 clients with $380M 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 $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25M+ | 0.65% |
Fees may be negotiated.
Fee Estimator
Location
1140 N. Town Center Drive, Suite 265, Las Vegas, NV, 89144
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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 Activities
David is the manager and co-owner of DKD Enterprises, LLC, an Idaho LLC that leases equipment.
Employment History
Current Registrations
Kingsbridge Wealth Management, INC.
Previous Registrations
Kingsbridge Private Wealth Management, INC.
Western International Securities
Bear, Stearns & CO. INC.
Morgan Stanley
Morgan Stanley & CO., Incorporated
State Registrations3 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.