Dawn Robinson is a registered investment advisor at Shield Wealth Advisors, based in Williamsville, NY, with 8 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, High Net Worth, Investment Management, and 1 more. Their firm serves 109 clients with $68M 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 $400K | 1.50% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Location
2809 Wehrle Drive, Suite 9, Williamsville, NY, 14221
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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
Dawn is an Enrolled Agent at Robinson Tax Service since 2017, spending about 10-20% of her time on standard accounting and tax-related activities. She is also the President of WNY Safe Solutions Consulting, Inc., dedicating minimal time to security and safety consulting.
Employment History
Current Registrations
Shield Wealth Advisors
Previous Registrations
Independent Solutions Wealth Management, LLC
State Registrations2 states
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