Charles Dunn is a registered investment advisor at Portside Wealth Group, LLC, based in Provo, UT, with 22 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
3507 N University Ave, Suite 150, Provo, UT, 84604
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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
Charles is a professor at Weber State University since 2015, teaching undergraduate courses. Since 2016, he also works as an insurance agent, offering fixed life and annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
Allegis Investment Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Knox Capital Advisors, LLC
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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