Eric Dawson
Eric Dawson is a registered investment advisor at Van Diest Capital, based in Webster City, IA, with 31 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 467 clients with $140M 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 $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
522 2nd St, Suite 1, Webster City, IA, 50595
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Eric coaches golf, is a member of Financial Investment Group LLC and CFG, and is president of Dawson & Bertran Investment Advisors where he sells life insurance. He is also an IAR & Owner of Dawson & Bertran Investment Advisors- Securities, a partner in Dawson & Bertran Rentals, owner of Gimme Pin LLC and Dawson Family Racing Stable.
Employment History
Current Registrations
Van Diest Capital
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Aegon USA 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.