Jeffrey Alan Dunham
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DAIC charges a Program Fee of 0.25% of the average daily net asset value for both the Standard and Custom programs. Financial advisors may charge an additional Advisory Fee up to 2.0% annually. For the Custom Program, qualified clients may opt for a performance-based fee. Accounts below minimums ($5,000/$10,000 for Standard, $25,000/$50,000 for Custom) incur annual fees. Custodial fees may apply. DTC receives fees from banks participating in the Bank Program.
Areas of Practice
Advisor Information
Office location
6256 Greenwich Drive, Suite 550, San Diego, CA, 92122
Get directionsRegulatory History (3)
Customer Dispute
July 2010Customer Dispute
June 2009Regulatory
September 2006Other Business Activities
Jeffrey holds multiple leadership positions within the Dunham group of companies, including Dunham Funds, Dunham & Associates Holdings, Dunham & Associates Securities, Asset Managers, Inc., and Dunham Trust Company. He also serves as a board member for the Dunham Foundation and owns Dave Stubbs Real Estate, where he provides mentoring and coaching.