Kelly Dunston is a registered investment advisor at Raskin Global INC., based in Phoenix, MD, with 23 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 38 clients with $18M 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 $1.0M | 1.25% |
| $1.0M - $4.0M | 0.99% |
| $4.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Annual fee is negotiable. Raskin Global also manages assets held away, charging a maximum of 0.50% annually, which is also negotiable. Raskin Global also acts as a co-advisor with Matson Money, Inc. with the same fee schedule as above.
Fee Estimator
Location
3312 Papermill Road, Suite 202, Phoenix, MD, 21131
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
Kelly works as an insurance agent selling life, disability, long-term care, and health insurance since 2007. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Raskin Global INC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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.