Zelle Dunn is a registered investment advisor at New Republic Partners, based in Charlotte, NC, with 26 years of industry experience. Zelle 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 1 more. Their firm serves 101 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
New Republic Capital's advisory fees are generally 0.70% per year of the assets in your account, but can be as high as 1.25% per year depending on the total amount they manage for you. Fees may be negotiable and can differ between clients. Fees are usually paid quarterly, based on the average daily value of your account during the previous quarter.
Location
521 East Morehead Street, Suite 100, Charlotte, NC, 28202
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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.
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Zelle is a limited partner in Columbia Capital XII LLC and Columbia Capital XIV LLC, both investment-related. He spends minimal time on these activities annually.
Employment History
Current Registrations
New Republic Partners
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Centura Securities, INC.Broker
State Registrations2 states
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.