Laura Dawson
Laura Dawson is a CFP-designated registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Sulphur Springs, TX, with 23 years of industry experience. Laura is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 3,352 clients with $910M 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 | 2.50% |
Maximum allowable fee across programs is 2.50% annually. Actual fees are negotiable and vary by advisor, account size, and platform.
Fee Estimator
Location
120 Jefferson Street, Sulphur Springs, TX, 75482
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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
Laura is a partner in a cattle business since 1996, the owner of Dawson Financial Services (an insurance business) since 2009, and an employee doing bookkeeping for Texas Trading Company. She also owns RJ Obrien, overseeing futures and options trading, and South & Crouch Insurance, spending about 10-20% of her time overseeing the business and handling accounting.
Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Allstate Financial Services, LLCBroker
Berthel, Fisher & Company 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.
Exams
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