Nehemiah Mcfarlin is a registered investment advisor at Dunham, based in Little Elm, TX, with 4 years of industry experience. Nehemiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 12,032 clients with $4.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dunham offers investment management through separately managed accounts (SMAs). The fees for SMAs range from 0.25% to 1.00% of the assets managed. These fees are negotiable and may vary based on client circumstances, investment strategies, and account size. Dunham may pay a portion of this fee to Dunham Trust Company for custody and portfolio accounting services.
Location
Little Elm, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nehemiah works as a valet parking attendant for LAZ Parking in San Diego, CA. This employment is outside of regular business hours and is not investment-related.
Employment History
State Registrations6 states
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