Kyle Dunn
Kyle Dunn is a ChFC-designated registered investment advisor at Modern Wealth Management, LLC, based in Rochester, NY, with 15 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
One Bausch & Lomb Place, Suite 900, Rochester, NY, 14604
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2015Other Business ActivitiesSells Insurance
Kyle is an insurance agent at Modern Wealth Insurance Services, selling and servicing fixed insurance products, dedicating about a quarter of his time. He is also a Managing Director at Modern Wealth Management, providing investment advice and financial planning services nearly full-time.
Employment History
Current Registrations
Modern Wealth Management, LLC
Mutual Securities, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cadaret, Grant & CO., INC.Broker
MML Investors Services, LLCBroker
State Registrations23 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.