Dawn May
Dawn May is a registered investment advisor at Affiliated Financial Advisors INC, based in Milwaukee, WI, with 33 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 898 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Affiliated Financial Advisors charges an annual investment advisory fee based on the total assets under management. The standard fee is between 0.50% and 1.0% of the value of the assets in the account. This fee is negotiable based on various factors. Fees are billed quarterly in arrears based on the amount of assets managed at the close of business on the last business day of the previous quarter.
Location
2600 North Mayfair Rd., Suite 200, Milwaukee, WI, 53226
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dawn is an agent selling fixed insurance products.
Employment History
Current Registrations
Affiliated Financial Advisors INC
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.