Dawn Wilson
Dawn Wilson is a registered investment advisor at Athens Impact Socially Responsible Investments, based in Athens, OH, with 12 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 2 more. Their firm serves 195 clients with $21M 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 $50K | 1.35% |
| $50K - $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable. In addition to the standard advisory fee, if a platform or Sub Advisor/TAMP is used, an additional account fee may be charged. This fee will vary depending on the Sub Advisor or platform chosen. Platform fees will not be larger than 1%.
Fee Estimator
Location
264 East State Street, Athens, OH, 45701
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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 →Employment History
Current Registrations
Athens Impact Socially Responsible Investments
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Edward JonesBroker
U.S. Bancorp Investments, INC.Broker
Fifth Third Securities, INC.Broker
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.