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RD
CFP
RD
CFP

Robert Dunn

Servatus Capital
12 Years of Experience
St. Louis, MO
View SEC Summary
View SEC Summary

Robert Dunn is a CFP-designated registered investment advisor at Servatus Capital, based in St. Louis, MO, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 32 clients with $110M in assets under management.

Servatus Capital
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
32 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$110.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $2.0M0.75%
$2.0M - $4.0M0.60%
$4.0M - $10.0M0.50%
$10.0M - $15.0M0.45%
$15.0M - $25.0M0.40%
$25M+0.35%

Schedule reflects the Total Wealth Management Portfolio. The firm also offers a Tactical Opportunity Management Portfolio with different tiers. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

St. Louis, MO

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Servatus Capital
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Pure Strike Capital, LLC
December 2021 - September 2023 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2015 - October 2021 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2015 - October 2021 · 5 yrs 10 mos
Banc of America Investment Services, INC.
August 2007 - March 2009 · 1 yr 7 mos
Banc of America Investment Services, INC.Broker
August 2007 - March 2009 · 1 yr 7 mos
State Registrations2 states
FLMO
Advisor

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
No exam information available for this advisor.
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