Dawson Investment Management offers customized wealth management services, including investment management and financial planning, to individuals and high net worth individuals. Dawson Investment Management creates a portfolio strategy based on the client's investment goals, risk tolerance, and financial situation. Financial planning services cover investment, retirement, education savings, and insurance needs. Dawson Investment Management may refer clients to other specialists.
Assets Under Management$35M
Clients103
Advisors1
Avg. per Client$340K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.50% |
| $25K - $100K | 1.75% |
| $100K - $500K | 1.60% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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