Michael Dunlap
Michael Dunlap is a CFP-designated registered investment advisor at Legacy Wealth Management, LLC, based in Hayden, ID, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 2,121 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Wealth Management's fee for managing your investments is a percentage of the assets they manage, ranging from 0.0% to 2.50%. The exact percentage is negotiable and depends on factors like account size, family accounts, investment goals, risk tolerance, and the complexity of the financial planning involved. Fees are billed either quarterly in advance or monthly in arrears. The firm may combine account values of family members to potentially lower the overall fee.
Location
Hayden, ID
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
Michael owns Dunlap Wealth Management, APC, providing accounting/tax preparation and consulting, dedicating about a quarter of his time. He also has ownership stakes in Dunlap, Wauschek & Elfarra, CPA's DBA Pathway Consulting Group and Ten-Seven Leasing, LLC, and is an independent insurance agent, spending minimal time on these activities.
Employment History
Current Registrations
Legacy Wealth Management, LLC
Pathway Advisors, LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
State Registrations3 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.