C. C. Dunnavan & Co. offers ongoing investment management services tailored to each client's individual goals, risk tolerance, and time horizon. They create a Portfolio Guidelines Page for each client to help select a suitable portfolio. They primarily invest in mutual funds, equities, bonds, and other securities. Clients can impose restrictions on investments, but C. C. Dunnavan & Co. may terminate the relationship if the restrictions hinder their ability to properly service the account.
Assets Under Management$390M
Clients231
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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