Advisor at Portside Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Portside Wealth Group, LLC
Location
Pleasant View, UT
Credentials
Series 63, Series 65
Industry experience
22 years
Charles Dunn is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at TownSquare Capital, Allegis Investment Services and Advisors, Park Ave Securities, and Guardian. In addition to his advisory work, he has been a professor at Weber State University since 2015, teaching undergraduate courses in lifespan development and family diversity. Portside Wealth Group serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on tailored, discretionary portfolio management using model portfolios and third-party managers, primarily recommending ETFs, equities, and mutual funds, and is noted for offering optional accounting and legal services through separately licensed associated persons.
Based on Portside Wealth Group, LLC
Based on Portside Wealth Group, LLC
Project fees for financial planning range from $100 to $10,000 depending on complexity; general consulting available at an annual flat rate, negotiable.
0% to 2% annually (negotiable, varies by account size, services, and complexity)
Certain advisory persons are registered representatives and insurance agents and receive commissions separately from advisory fees.
$150 to $350 per hour for financial planning services, negotiable.
Fee-only: Portfolio management fees are fee-only (no commissions) but some associated persons receive commissions separately for insurance and securities sales.
Pleasant View, UT
Utah
Portside Wealth Group
2023 - Present (3 years)
TownSquare Capital, LLC
2018 - 2023 (5 years)
Allegis Investment Services
2016 - 2018 (2 years)
Allegis Investment Advisors
2016 - 2018 (2 years)
Weber state university
2015 - Present (11 years)
Park Ave Securities
2008 - 2016 (8 years)
Guardian
2008 - 2016 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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