Keith Dunn
Keith Dunn is a registered investment advisor at Johnson Dunn Capital Advisors, INC., based in Palm Harbor, FL, with 47 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $140M 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% |
Management fees range up to 1.00% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
36750 US 19 North, Innisbrook #2354, Palm Harbor, FL, 34684
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Regulatory History (4)
Customer Dispute
November 2004Customer Dispute
June 2004Customer Dispute
March 2004Customer Dispute
September 2002Employment History
Current Registrations
Johnson Dunn Capital Advisors, INC.
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.