Robert Dunbar is a registered investment advisor at Dunbar Associates, LLC, based in Monroe, CT, with 10 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 265 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dunbar Associates' investment advisory fees range from 0.50% to 1.50% annually, based on the amount of assets managed, the complexity of services, and the overall relationship. Fees are calculated monthly based on the market value of your investments at the end of each month. Fees may be negotiable.
Location
71 Turkey Roost Road, Monroe, CT, 06468
Get directionsHistory
Regulatory History (5)
Customer Dispute
June 2020Regulatory
September 2019Regulatory
February 2017Regulatory
August 2014Criminal
June 2001Other Business Activities
Robert is a managing partner in Turkey Roost Development, a real estate development company, and Quarry Ridge Development, an aggregate sales company, since March 2020. He spends a few hours per week on each of these activities.
Employment History
Current Registrations
Dunbar Associates, LLC
Previous Registrations
MML Investors Services, LLCBroker
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.