Brian B. Bunn CPA, PLLC offers portfolio management services based on your individual goals, objectives, time horizon, and risk tolerance. They create a personalized Investment Policy Statement for each client. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. Brian B. Bunn CPA, PLLC generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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