Matthew Dunn is a CFA-designated registered investment advisor at Arq Wealth Advisors, LLC, based in Hudson, OH, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 605 clients with $1.2B 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 - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable. Wealth Builder service is subject to a $2,500 minimum annual fee.
Fee Estimator
Location
Hudson, OH
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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
Arq Wealth Advisors, LLC
Previous Registrations
Valmark Securities, INC.Broker
Cooperative SecuritiesBroker
Ikona PartnersBroker
Flying Cloud Securities LLCBroker
Finalis Securities LLCBroker
Stratos Wealth Securities, LLCBroker
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
PNC Investments
PNC InvestmentsBroker
Keybanc Capital Markets INC.Broker
First Wilshire Securities Management, INC.
First Wilshire Securities, INC.Broker
Wedbush Morgan Securities INC.Broker
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
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