Liam Morando is a registered investment advisor at Dunham, based in Bend, OR, with 4 years of industry experience. Liam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 13,155 clients with $5.6B 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 | 1.00% |
Total fees charged to separately managed account clients range from 0.25% to 1.00% and are negotiable based on account size, strategy, and client circumstances.
Fee Estimator
Location
Bend, OR
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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
Liam is a board member with the Exit Planning Institute (EPI) San Diego chapter, providing business exit planning services. He dedicates minimal time to this role and receives no compensation.
Employment History
State Registrations7 states
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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