Dunes Financial LLC is a registered investment advisor founded in January 2025, operating out of Valparaiso, Indiana. The firm is wholly owned and managed by Mark Rosinski. Dunes Financial specializes in comprehensive wealth management, which combines ongoing financial planning with discretionary portfolio management services. Their approach covers cash flow and net worth optimization, tax strategies, retirement planning, employee benefits, business planning, education funding, risk management, and estate preservation. In addition to bundled wealth management, Dunes Financial offers ongoing financial planning as well as standalone one-time financial plans and hourly consulting services. The firm primarily serves individuals and high net worth individuals, utilizing fundamental analysis, technical analysis, and Modern Portfolio Theory to construct customized investment strategies.
Fee Structure
Dunes Financial bundles investment management into its wealth management and ongoing financial planning services. Clients pay an annual flat fee that typically ranges from $12,000 to $2,000 to $36,000 depending on the complexity of their financial situation and net worth.
- There are no separate or additional percentage-based portfolio management fees charged on top of this annual flat fee.
- Fees are paid quarterly in advance and can be directly debited from investment accounts or paid via electronic funds transfer.
