Jeremy Dunning is a registered investment advisor at Central States Capital Markets, LLC, based in Prairie Village, KS, with 4 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7 clients with $14M 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 | 1.00% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
The maximum annual fee for portfolio management services is 1.25% of assets under management. The actual fee charged is a function of the asset allocation target for an account and the size of the account. Accounts with a 100% equity allocation target pay a maximum of 1.25%. Those with a 100% fixed income allocation target pay a maximum of 0.75%. These fees are for 100% equity. There are discounts for fixed income allocations. For equity income portfolios, CSCM may offer a performance-based fee structure where you pay a base management fee plus a variable performance fee, but the total will not exceed 1.25% per year. You can also elect to pay a fixed 1.00% annual management fee.
Fee Estimator
Location
4200 W 83rd Street, Suite 101, Prairie Village, KS, 66208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Central States Capital Markets, LLC
Central States Capital Markets, LLCBroker
State Registrations6 states
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