Handal Dunaway LLC offers both discretionary and non-discretionary portfolio management services. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. The firm may invest client assets according to model portfolios developed by an unaffiliated investment manager. They also offer educational seminars/workshops to clients upon request.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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