What are the fees for using Dunham & Associates' services?

The fees for using Dunham & Associates' services vary depending on the specific services and products chosen. We offer a range of investment management and advisory services to meet the unique needs of our clients. These services may include portfolio management, financial planning, and retirement solutions. As a fee-based firm, our fees are transparent and based on a percentage of assets under management or a flat fee structure, depending on the service. Additionally, there may be underlying fund expenses associated with certain investment options. We strive to provide competitive and fair pricing, ensuring that our clients receive exceptional value for their investment. Please contact our dedicated team for specific fee information tailored to your requirements.