Hally Dunn
Hally Dunn is a registered investment advisor at 4wealth Advisors, INC., based in Burr Ridge, IL, with 31 years of industry experience. Hally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 593 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
4Wealth Advisors charges a percentage of the assets they manage. The maximum annual fee varies depending on the Investment Advisor Representative, ranging from 1.00% to 1.80%. Fees are paid quarterly in advance. The firm may combine account values of family members to determine the applicable advisory fee. Fees charged by some representatives are in addition to any sub-advisor fees.
Location
745 Mcclintock Drive, Suite 150, Burr Ridge, IL, 60527-6490
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hally is an agent at 4Wealth Insurance Group since 2003, helping clients with life, disability, and long-term care insurance. This takes nearly full-time hours, but only requires minimal time from the advisory role.
Employment History
Current Registrations
4wealth Advisors, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.