Michael Dunham
Michael Dunham is a CFP-designated registered investment advisor at Hda Wealth Management, LLC, based in Birmingham, AL, with 27 years of industry experience. Michael 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 427 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio Management Fee is negotiated between you and your Financial Advisor. The maximum annualized Portfolio Management Fee that can be charged to you is one percent (1.00%)
Fee Estimator
Location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
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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 ActivitiesSells Insurance
Michael is a sole proprietor selling insurance and dedicates over 10% of his time to this activity. He is also the President of Dunham Family Foundation, a non-profit organization, spending a few hours per week on administrative duties. Furthermore, Michael is a co-owner and Investment Advisor Representative at HDA Wealth Management LLC, dedicating about half of his time to giving investment advice, account management, and financial planning services.
Employment History
Current Registrations
Hda Wealth Management, LLC
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Hda Wealth Management, LLC
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
State Registrations32 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.