Brian Dunn is a registered investment advisor at Black Elm Advisers, LLC, based in Skokie, IL, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 106 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The Management Fee for a qualified client whose account is not actively managed by BEA is billed annually at 1.0% or quarterly at 0.25% per quarter, in arrears. The Management Fee for non-qualified clients and actively managed qualified clients is billed annually at 1.0% or quarterly at 0.25% per quarter, in arrears. Black Elm Advisors also receives a performance fee of 20% of new net profits earned in a qualified client’s account during each calendar year.
Fee Estimator
Location
Skokie, IL
Get directionsHistory
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
Brian is involved in hedge fund management through Black Prime, LLC, but dedicates minimal time to it. He is also a licensed insurance agent and president of Epic Sky, a marketing company, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Black Elm Advisers, LLC
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.