Ashby Dawson
Ashby Dawson is a CFP-designated registered investment advisor at Kingsview Wealth Management, LLC, based in Amarillo, TX, with 18 years of industry experience. Ashby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 12,309 clients with $9B 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and capped at 2.50% annually. In-house asset management model fees or third-party manager fees may apply in addition to this schedule.
Fee Estimator
Location
6900 W. Interstate 40, Suite 150, Amarillo, TX, 79106
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business Activities
Ashby is a managing member of a real estate business since 2020 and a member of Amarillo Photo Booth LLC since 2023, dedicating minimal time to each. Ashby cleans rental houses, organizes lending documents, keeps up with books for the real estate business, and develops/maintains the website and records for the photography business.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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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