Laura Dawson
Laura Dawson is a CFP-designated registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Sulphur Springs, TX, with 22 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,942 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berthel Fisher offers asset management services through various platforms. Fees are based on the amount of assets managed and are negotiable, with a maximum of 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may incur additional charges from third parties, such as mutual fund expenses and IRA fees. Berthel Fisher prohibits purchases of 12b-1 fee-paying share classes in managed accounts. Clients should discuss the costs and benefits of each platform with their advisor to select the most suitable option.
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
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