Shawn Dunn
Shawn Dunn is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Bullard, TX, with 12 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
151 Dr Roper Pkwy N, Suite 1000, Bullard, TX, 75757
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2020Other Business ActivitiesSells Insurance
Shawn owns an insurance agency, Shawn Dunn's Insurance Agency, where he services customers and supervises employees, taking about half of his time. He also holds treasurer positions for Jackson for Judge and Champions for Children, and is an independent contractor for Core Insights.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Farm Vp Management CORP.
Previous Registrations
State Farm Vp Management CORP.Broker
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.