Advisor at Bunnen Financial Management 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
Bunnen Financial Management LLC
Location
Atlanta, GA
Credentials
Series 65
Industry experience
24 years
Robert Bunnen is the principal of Bunnen Financial Management LLC in Atlanta, GA, holding a Series 65 credential with 24 years of industry experience. He has worked at Victory Capital Advisers, Inc. since 2005 and at Victory Capital Management since 1993. Bunnen Financial Management LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm uses a strategic asset allocation approach with a core-and-satellite structure, combining passive index and ETF strategies with selective active management, focusing on a small client roster of larger, high-asset clients and institutional entities.
Based on Bunnen Financial Management LLC
Fixed fees including a minimum fee for tax preparation services of $1,000
$0 - $2,000,000: 0.2500% $2,000,001 - $3,999,999: 0.2250% $4,000,000 - $4,999,999: 0.1875% $5,000,000+: 0.1500%
Hourly charges available if assets diminish significantly below $500,000
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 (negotiable) Fee-only: Fee-only financial planning and investment management; no commissions accepted
Atlanta, GA
Georgia
Victory Capital Advisers, Inc.
2005 - Present (21 years)
Victory Capital Management
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
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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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