Robert Dawson
Robert Dawson is a registered investment advisor at Dawson Investment Management, based in Walnut Creek, CA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 103 clients with $35M 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 $25K | 2.50% |
| $25K - $100K | 1.75% |
| $100K - $500K | 1.60% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
2910 Camino Diablo, Suite 110, Walnut Creek, CA, 94597
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert receives non-variable insurance trails since 2017. This activity requires minimal time.
Employment History
Current Registrations
Dawson Investment Management
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
Wm Financial Services, INC.Broker
State Registrations2 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.