William Dunk is a CFA-designated registered investment advisor at Paradigm Advisors, LLC, based in Dallas, TX, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 86 clients with $110M 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 | 0.75% |
| $500K - $1.5M | 0.60% |
| $1.5M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Annual fees are negotiable.
Fee Estimator
Location
8111 Preston Road, Suite 575, Dallas, TX, 75225
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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 →Employment History
Current Registrations
Paradigm Advisors, LLC
Previous Registrations
Paradigm Advisors, LLC
Perennial Advisors, LLC
State Registrations3 states
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