John Dunham is a registered investment advisor at Focused Capital Investment, LLC, based in Irvine, CA, with 5 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 43 clients with $6M 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 | 1.25% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
49 Straw Flower, Irvine, CA, 92620
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
John is the CEO of Focused Capital Investment, LLC, a real estate company in Irvine, CA since 2005. He also owns real estate in Cedar Hills, UT (since 2006) and Charlotte, NC (since 2006), and works as a principal tutor as part of Focused Capital Investment, LLC.
Employment History
Current Registrations
Focused Capital Investment, LLC
Previous Registrations
Edward Jones
State Registrations2 states
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