Dunes Financial offers wealth management services combining financial planning and portfolio management. Financial planning services are also available separately. Dunes Financial works with clients to establish financial goals and objectives, providing written or electronic reports with detailed financial plans. Portfolio management services provide ongoing management of investment portfolios based on individual needs and objectives. Dunes Financial generally employs long-term buy-and-hold passive investment strategies, typically recommending exchange-traded funds.
Fee Structure
Portfolio Management Services are included as part of Dunes Financial's Wealth Management Services, for which Dunes Financial charges an annual fixed fee, based on the complexity of your financial situation. Portfolio Management Services are not offered as a standalone service.
