Dawn Damelio
Dawn Damelio is a CFP-designated registered investment advisor at Esi Financial Advisors, based in Clifton Park, NY, with 26 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 Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 12,379 clients with $2.8B 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Rates reflect the primary schedule used in programs like American Funds and Schwab Retirement Advisor Services. Other programs have different maximum fees (AssetMark up to 1.50%, Saratoga up to 2.00%, SEI up to 1.75% plus 0.05% administrative fee). Actual fees are negotiable.
Fee Estimator
Location
Clifton Park, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2010Other Business ActivitiesSells Insurance
Dawn is an insurance sales agent/manager for NPA Financial, LLC, dedicating full-time hours to selling life, disability, and health insurance. She also works with clients on insurance issues for Slocum, Deangelus & Associates, P.C. for a few hours per week.
Employment History
Current Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations13 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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