Nicholas Dawson
Nicholas Dawson is a CFP-designated registered investment advisor at New Perspective Wealth Management, based in St. Petersburg, FL, with 17 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 25 clients with $5.1M 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 | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All advisory fees are negotiable.
Fee Estimator
Location
St. Petersburg, FL
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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 Activities
Nicholas works as an energy consultant for Flashpoint Energy Partners since December 2019, consulting with propane and oil and gas retailers. This activity takes about a quarter of Nicholas's time.
Employment History
Current Registrations
New Perspective Wealth Management
Previous Registrations
Franklin/templeton Distributors, INC.Broker
State Registrations2 states
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