Dunham & Associates Investment Counsel (Dunham) is a wealth management firm that manages money for individuals through mutual funds, wrap programs, and separately managed accounts. Dunham also offers investment consulting services. Dunham's wrap programs offer different asset allocation models. Financial advisors may also provide financial planning services to clients.
Assets Under Management$4.7B
Clients12,032
Advisors31
Avg. per Client$390K
Avg. per Advisor$150M
Fee Structure
Dunham offers investment management through separately managed accounts (SMAs). The fees for SMAs range from 0.25% to 1.00% of the assets managed. These fees are negotiable and may vary based on client circumstances, investment strategies, and account size. Dunham may pay a portion of this fee to Dunham Trust Company for custody and portfolio accounting services.
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Location
31 Advisors at this firm
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