Matthew Dunham is a registered investment advisor at Dream Lake Financial LLC, based in Saukville, WI, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 5 clients with $570K 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Location
Saukville, WI
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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
Matthew is the owner of Dream Lake Tax and Accounting, dedicating about 10-20% of his time during market trading hours. This activity is not investment-related and does not pose a conflict of interest.
Employment History
Current Registrations
Dream Lake Financial LLC
Previous Registrations
Affiliated Financial Advisors INC
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.