Bunnen Financial Management provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, and small businesses. Advice includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Bunnen Financial Management is a fee-only firm and does not sell commissioned products.
Assets Under Management$14M
Clients15
Advisors1
Avg. per Client$930K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
The minimum annual fee is $5,000 and is negotiable. Fees will not exceed 1% of the assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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