Dunhill Financial provides portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments, generally focusing on mutual funds, stocks, bonds, and ETFs. They also offer financial planning covering areas like retirement, college, and tax planning. Dunhill Financial also offers robo-advisory services through an online interface, using algorithms to manage portfolios.
Assets Under Management$600M
Clients996
Advisors13
Avg. per Client$600K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This fee is for asset management and robo-advisory portfolio management services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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