Advisor at Financial Insights Wealth Management
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Firm
Financial Insights Wealth Management
Location
Tacoma, WA 98402
Credentials
Series 63
Industry experience
42 years
Michael Dunbar is a financial advisor at Financial Insights Wealth Management with 42 years of industry experience. He holds a Series 63 designation and has worked at Financial Insights Inc. since 2015. Prior to that, he was with Purshe Kaplan Sterling Investments and operated his own firm, Michael Dunbar, CFP LLC, for 17 years. Financial Insights Wealth Management serves individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and pension consulting. The firm’s investment approach focuses on asset allocation and fundamental analysis, using a range of investment vehicles and regularly monitoring accounts against client objectives and risk tolerance.
Based on Financial Insights Wealth Management
Based on Financial Insights Wealth Management
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.25% $15,000,001+: 0.15%
Lead Adviser - $500/hour; Associate Advisor - $300/hour; Research & Analysis - $200/hour; General Administrative Services - $150/hour
Account minimum: $500,000 Minimum fee: $500 minimum financial planning fee
1551 Broadway, Suite 600
Tacoma, WA 98402
Louisiana · Texas · Washington
Financial Insights Inc.
2015 - Present (11 years)
Purshe Kaplan Sterling Investments
2015 - 2019 (4 years)
Michael Dunbar, CFP LLC
2006 - 2023 (17 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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