Michael Dunne is a CFP-designated registered investment advisor at Cereus Financial Advisors, LLC, based in Franklin Lakes, NJ, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 31 clients with $39M 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 $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
795 Franklin Avenue, Suite 205, Building B, Franklin Lakes, NJ, 07417
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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 Activities
Michael is the treasurer of the Ramsey Democratic Club, an educational organization, since 2018. He spends a few hours per week administering the organization's finances.
Employment History
Current Registrations
Cereus Financial Advisors, LLC
State Registrations1 state
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