Jerald Dunn is a CFP-designated registered investment advisor at Savvy, based in Fort Collins, CO, with 46 years of industry experience. Jerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B 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 | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
215 West Oak Street, Suite 104, Fort Collins, CO, 80521
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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
Jerald is a co-owner of Triwest, LLC, a real estate organization, since 2003. He spends minimal time assisting with managing the affairs of the organization.
Employment History
Current Registrations
Savvy
Previous Registrations
Advisornet Wealth Partners
Goldman Sachs & CO. LLCBroker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Girard Securities, INC.Broker
Girard Securities, INC.
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Everen Securities, INC.Broker
Boettcher & Company, INC.Broker
State Registrations1 state
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.
Exams
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