Markham Dossett
Markham Dossett is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Crawford, TX, with 43 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,942 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berthel Fisher offers asset management services through various platforms. Fees are based on the amount of assets managed and are negotiable, with a maximum of 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may incur additional charges from third parties, such as mutual fund expenses and IRA fees. Berthel Fisher prohibits purchases of 12b-1 fee-paying share classes in managed accounts. Clients should discuss the costs and benefits of each platform with their advisor to select the most suitable option.
Location
Crawford, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Markham is the President/Owner of Talon Asset Management, LLC, focusing on investment advice and sales of investment products. He also manages cattle operations, ranch land, and real estate, and serves on advisory boards and as a director for cattle-related organizations.
Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Painewebber IncorporatedBroker
Rotan Mosle INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations9 states
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