Dawson Ransome is a registered investment advisor at Ransome Asset Management, based in Wesley Chapel, FL, with 11 years of industry experience. Dawson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5 clients with $810K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ransome Asset Management charges a percentage of the value of your portfolio annually, billed monthly. The annual fee can be up to 2.50% of your portfolio. The exact fee is negotiable based on factors like the type of client, complexity, and the amount of assets managed.
For certain clients who meet specific criteria (at least $1 million managed by Ransome Asset Management or a net worth over $2 million), Ransome Asset Management may charge a performance-based fee in addition to an annual fee of 1.50%. This performance fee is a percentage (20% to 35%) of the capital appreciation in your account above a certain benchmark.
Location
Wesley Chapel, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ransome Asset Management
Previous Registrations
Raymond James Financial Services
State Registrations1 state
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