Elisabeth Dawson-Scherbaum
Elisabeth Dawson-Scherbaum is a registered investment advisor at Copia Wealth Management Advisors, INC., based in San Diego, CA, with 8 years of industry experience. Elisabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 86 clients with $20M 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 | 1.00% |
This is CWMA's fee only and does not include the sub-advisor's fee. Combined fees can be up to 1.75% depending on the sub-advisor. Fees may be negotiable.
Fee Estimator
Location
2333 Camino Del Rio South,, Suite 240, San Diego, CA, 92108
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2008Other Business ActivitiesSells Insurance
Elisabeth is the President/CEO of Dawson Insurance and Financial Services, Inc., doing business as Copia Wealth Management & Insurance Services, where she focuses on wealth management process coaching, college planning, and fixed insurance sales, dedicating nearly full-time hours. She also provides coaching and consulting services to individuals, taking about a quarter of her time, and serves as Treasurer on an HOA board, spending a few hours per week.
Employment History
Current Registrations
Copia Wealth Management Advisors, INC.
Previous Registrations
Regal Investment Advisors LLC
State Registrations5 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.