Dawn Santoriello is a CFP-designated registered investment advisor at Efficient Advisors, based in Yardley, PA, with 18 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 9,579 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 $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $4.0M | 0.40% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees may be negotiable. An additional 0.05% is charged annually for Efficient Advisors Alternatives Portfolios.
Fee Estimator
Location
Yardley, PA
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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
Dawn is an insurance agent through DS Financial Strategies, LLC, selling various insurance products, dedicating about 10-20% of her time. She also has several other business activities including network marketing, paid speaking engagements, coaching, and serving as an ambassador for Fem City.
Employment History
Current Registrations
Efficient Advisors
Previous Registrations
Attleboro Wealth Management LLC
Efficient Advisors
Sowell Management
Caitlin John, LLC
S Squared Retirement Solutions LLC
Prosperity Wealth Management, INC.
Keystone Capital Corporation
Hornor, Townsend & Kent, INC.
On Investment Management CO
Metlife Securities INC.
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.