| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Florissant, MO
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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 →Dawn is an independent contractor as a financial planner for Core Planning, dedicating about a quarter of her time to providing financial planning services and investing funds. Dawn also owns Dawn C. Abernathy, LLC, where she works as a consultant providing financial education workshops and freelance software consulting, dedicating minimal time to this.