Jesse Dungan is a registered investment advisor at Fangorn Wealth Management, based in Vashon, WA, with 1 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Fangorn Wealth Management requires financial planning services for smaller accounts. The firm's investment management fees are as follows:
- $1 - $100,000: Complimentary for financial planning clients
- $100,001 - $250,000: $2,000 per year, billed monthly or quarterly
- $250,001 - $750,000: 0.50% per year
- $750,001 - $1,500,000: 0.40% per year
- $1,500,001 - $3,000,000: 0.30% per year
- $3,000,001 - $6,000,000: 0.20% per year
- $6,000,001 - $10,000,000: 0.15% per year
- $10,000,001 - Above: 0.10% per year
Fees are billed monthly or quarterly, in arrears. Discounts are available for longevity, Vashon Island residents, veterans, medical professionals, and lawyers.
Location
Vashon, WA
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
Jesse works as a compensated soccer referee in Kent, WA. This activity is not investment-related and involves about 10-20% of his time, including during business hours.
Employment History
Current Registrations
Fangorn Wealth Management
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.