Dawn Thompson-Mayfield
Dawn Thompson-Mayfield is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Chesapeake, VA, with 10 years of industry experience. Dawn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42,763 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum program fee is 2.50% annualized (up to 3.00% for certain Raymond James programs). Fees are fully negotiable between you and your investment advisor representative.
Fee Estimator
Location
Chesapeake, VA
Get directionsHistory
Regulatory History (1)
Criminal
July 1983Other Business Activities
Dawn is the Director of Client Operations at Freedom Street Partners and spends minimal time there. Dawn is also the Vice President of Mayfield Designs, Inc. and spends a few hours per week assisting with billing, record keeping, and QuickBooks.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations53 states
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.
Exams
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