Allison Dugan is a CFP-designated registered investment advisor at Financial Perspectives, based in Minneapolis, MN, with 6 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 690 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Perspectives, Inc. offers investment management services where they manage client accounts on an ongoing basis. The fees are calculated as a percentage of the value of your portfolio and are paid quarterly. The exact fee is specified in your agreement. The fees are negotiable based on factors like the amount you invest and the complexity of your situation.
Location
3300 Fernbrook Ln N, Suite 250, Minneapolis, MN, 55447-5341
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 Activities
Allison assists with tax preparation through FP Tax & Accounting, LLC seasonally from January to April. Allison also has a Notary Public commission.
Employment History
Current Registrations
Financial Perspectives
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.