Charles Dunn
Charles Dunn is a registered investment advisor at Portside Wealth Group, LLC, based in Pleasant View, UT, with 23 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 6,475 clients with $1.4B 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 | 2.00% |
Annual portfolio management fees range from 0% to 2.00% depending on asset size, complexity, and administration level. Fees are negotiable.
Fee Estimator
Location
Pleasant View, UT
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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
Charles is a professor at Weber State University since 2015, teaching undergraduate courses. Since 2016, he also works as an insurance agent, offering fixed life and annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
Allegis Investment Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Knox Capital Advisors, LLC
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
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.
Exams
More Advisors
- Chad Hatch, CFPStrategic Advisers LLC