Hayden Dawes
Hayden Dawes is a registered investment advisor at Renew Family Wealth, based in Jupiter, FL, with 8 years of industry experience. Hayden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 92 clients with $94M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Portfolio management fees may be negotiable.
Fee Estimator
Location
1 S. Coastal Way, Unit 104, Jupiter, FL, 33477
Get directionsHistory
Regulatory History (1)
Criminal
August 2006Other Business ActivitiesSells Insurance
Hayden is a manager and licensed insurance agent at 633 Holdings LLC, an insurance agency, dedicating about a quarter of his time. He also works as a real estate agent for Crossroads Real Estate Co Inc, spending a few hours per week on this activity.
Employment History
Current Registrations
Renew Family Wealth
Previous Registrations
Alpha Beta Gamma Wealth Management
State Registrations3 states
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.