Dwain Gump
Dwain Gump is a CFP-designated registered investment advisor at Gump and Mchugh Asset Management, based in Colorado Springs, CO, with 27 years of industry experience. Dwain operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 54 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable for non-profit organizations and charitable trust accounts. Advisor may waive fees for accounts of family members and employees.
Fee Estimator
Location
Colorado Springs, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gump and Mchugh Asset Management
Previous Registrations
First Affirmative Financial Network LLC
Walnut Street Securities, INC.
First Affirmative Financial Network LLC
Walnut Street Advisers INC
State Registrations2 states
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