Dawson James Asset Management provides individualized investment management, pension consulting, and financial planning services to individuals, business entities, trusts, retirement accounts, and pension plans. Dawson James Asset Management offers both wrap fee programs, where all services are bundled into a single asset-based fee, and non-wrap fee programs, where clients pay an asset-based fee plus transaction charges. Investment strategies primarily utilize strategic asset allocation with actively managed mutual funds, index funds, and exchange-traded funds. Dawson James Asset Management is affiliated with a registered broker-dealer and insurance agency, through which related persons may offer securities and insurance products separately from advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.70% |
Fees are used as a guideline only and are subject to negotiation at the sole discretion of Dawson James Asset Management.