Dawn Bond
Dawn Bond is a registered investment advisor at Amerity Wealth Management, LLC, based in Peachtree City, GA, with 30 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 659 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.10% |
| $750K - $2.0M | 1.60% |
| $2M+ | 1.10% |
Fees are negotiable. The schedule includes a 0.10% platform fee. Fees for the Foundations Investment Advisors platform are slightly higher. Fees for Third-Party Asset Managed Platforms are higher still. Fees for Pontera Solution Platform are lower.
Fee Estimator
Location
401 Westpark Court, Suite 200, Peachtree City, GA, 30269
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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 works as an insurance agent for Amerity Financial, an Insurance Marketing Organization. This activity is non-investment related and takes about 10% of Dawn's time.
Employment History
Current Registrations
Amerity Wealth Management, LLC
Previous Registrations
Beacon Global Advisor Network, LLC
Commonwealth Financial NetworkBroker
Perryman Securities, INC.Broker
Sws Financial ServicesBroker
Specialized Investments DivisionBroker
Keogler, Morgan & Company, INC.Broker
Fsc Securities CorporationBroker
Sunamerica Securities, 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.