Charles Dunn
Charles Dunn is a CFP-designated registered investment advisor at Intergy Private Wealth, LLC, based in Colorado Springs, CO, with 16 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 552 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intergy Private Wealth's maximum annual fee for managing your investments is 1.25%. This fee is calculated based on the value of your investments and is billed quarterly in advance. The fee may be negotiable depending on your circumstances and account type. If you use a third-party manager, you'll also pay their fees, which are separate from Intergy's fees. For assets held away from Intergy's recommended custodian, the same portfolio management fee schedule applies.
Location
13 S. Tejon St., Suite 400, Colorado Springs, CO, 80903
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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 ActivitiesSells Insurance
Charles is a licensed insurance agent selling insurance products. This activity is investment-related.
Employment History
Current Registrations
Intergy Private Wealth, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.