Robert Dunn is a CFP-designated registered investment advisor at Servatus Capital, based in Naples, FL, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 25 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 $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.35% |
Fee schedule is for Total Wealth Management Portfolio. Tactical Opportunity Management Portfolio has a different fee schedule: First $1,000,000: 0.95%; Next $9,000,000: 0.90%; Next $10,000,000: 0.80%; Next $10,000,000: 0.70%; Next $10,000,000: 0.60%; Above $40,000,000: 0.50%
Fee Estimator
Location
999 Vanderbilt Beach Road, Suite 707, Naples, FL, 34108
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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
Servatus Capital
Previous Registrations
Pure Strike Capital, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations2 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.