Jeffrey Dunn is a CFP-designated registered investment advisor at Tolleson Private Wealth Management, based in Dallas, TX, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 224 clients with $9.3B 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 | 1.00% |
Financial advisory fees range from 0.40% to 1.00% per year. Discretionary fixed income management is charged at 0.20% per year. Third-party separately managed accounts incur an additional 0.25% per year. Fees are negotiable.
Fee Estimator
Location
5500 Preston Road, Suite 250, Dallas, TX, 75205
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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 Activities
Jeffrey owns and manages residential rental properties through 3D Equity, dedicating minimal time to this activity. He also serves on the Investment Committee for the Dallas Children's Advocacy Center, providing oversight of the foundation portfolio, also dedicating minimal time.
Employment History
Current Registrations
Tolleson Private Wealth Management
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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