Montana Dawley is a CFP-designated registered investment advisor at Tolleson Private Wealth Management, based in Dallas, TX. Montana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 224 clients with $9.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Financial advisory fees range from 0.40% to 1.00% per year. Discretionary fixed income management is charged at 0.20% per year. Third-party separately managed accounts incur an additional 0.25% per year. Fees are negotiable.
Fee Estimator
Location
5500 Preston Road, Suite 250, Dallas, TX, 75205
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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 →Employment History
Current Registrations
Tolleson Private Wealth Management
State Registrations1 state
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.
Exams
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