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Elisabeth Dawson-Scherbaum

Copia Wealth Management Advisors, INC.
9 Years of Experience
San Diego, CA
1 DisclosureSells Insurance
View SEC Summary
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Elisabeth Dawson-Scherbaum is a registered investment advisor at Copia Wealth Management Advisors, INC., based in San Diego, CA, with 9 years of industry experience. Elisabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 86 clients with $20M in assets under management.

Copia Wealth Management Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
86 clients
Average Client Portfolio
$230K average
Assets Under Management
$19.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Copia Wealth Management Advisors's fee is up to 1.00%. Total combined fees include third-party manager fees ranging from 0.50% to 1.00%, resulting in total combined fees up to 1.75% to 2.00% depending on the sub-advisor. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2333 Camino Del Rio South,, Suite 240, San Diego, CA, 92108

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2008
View Full SEC ReportHow to Read Disclosures
Other 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.
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Regal Investment Advisors LLC
February 2017 - April 2017 · 2 mos
State Registrations5 states
CAFLLATXWI
Advisor

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
No exam information available for this advisor.
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