Dunbar Associates provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Dunbar Associates works with clients to identify their investment goals, risk tolerance, and financial situation to create a customized portfolio strategy. The firm primarily uses a long-term investment approach, investing in mutual funds, exchange-traded funds, individual stocks, and bonds.
Fee Structure
Dunbar Associates' investment advisory fees range from 0.50% to 1.50% annually, based on the amount of assets managed, the complexity of services, and the overall relationship. Fees are calculated monthly based on the market value of your investments at the end of each month. Fees may be negotiable.