Gunn Financial Advisors manages investment portfolios and provides financial planning for individuals, high-net-worth clients, trusts, and estates. Gunn Financial Advisors offers both discretionary and non-discretionary investment management, building tailored portfolios using fundamental analysis, technical analysis, charting, and modern portfolio theory. In addition to personal wealth management, Gunn Financial Advisors provides retirement plan consulting services for employers. The founder, Paige Gunn, is also a licensed insurance agent and can offer insurance products for a separate commission, creating a potential conflict of interest that is managed through disclosures and a legal obligation to act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is 1.50% for all managed assets and is negotiable.