Dawn Correia is a registered investment advisor at Stillwater Capital Management, based in Carmel-By-The-Sea, CA, with 1 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 135 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stillwater Capital Management offers two investment management services:
- Asset Management: The annual fee will not exceed 1.50% of the value of your account, billed monthly.
- Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of the value of your account, billed monthly.
Fees are negotiable and will be deducted from client accounts. The specific fee depends on the scope and complexity of the relationship.
Location
Nw Corner of 8th Ave and San Carlos St #2, Carmel-By-The-Sea, CA, 93921
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stillwater Capital Management
State Registrations1 state
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