Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
659 clients
Average Client Portfolio
$421K average
Assets Under Management
$277.3M

Fee Structure

Financial Plan Fee:$1,500 - $5,000
Hourly Rate:Up to $300/hr

Amerity Wealth Management charges fees for asset management, financial planning, and UK pension plan services. Asset management fees are negotiable and based on a percentage of assets, with platform fees also applying. Financial planning fees are fixed or hourly, depending on the service. UK pension transfer services involve initial and ongoing fees, plus third-party costs. Fees are negotiable, but advisory representatives cannot exceed the maximum fees outlined in the brochure. For Pontera Solution Platform, the annual fee is 1.80% up to $750,000, 1.30% for $750,001 to $2,000,000, and 0.80% over $2,000,000, plus a 0.30% platform fee.

Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
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Advisor Information

Office location

401 Westpark Court, Suite 200, Peachtree City, GA, 30269

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Dawn works as an insurance agent for Amerity Financial, an Insurance Marketing Organization. This activity is non-investment related and takes about 10% of Dawn's time.

Employment History
Current Registrations
Amerity Wealth Management, LLC
October 2022 - Present · 3 yrs 3 mos
Previous Registrations
Beacon Global Advisor Network, LLC
October 2019 - May 2023 · 3 yrs 7 mos
Commonwealth Financial Network Broker
August 2005 - October 2019 · 14 yrs 2 mos
Perryman Securities, INC.Broker
December 2001 - December 2003 · 2 yrs
Sws Financial Services Broker
June 1999 - October 2001 · 2 yrs 4 mos
Specialized Investments DivisionBroker
October 1998 - December 1998 · 2 mos
Keogler, Morgan & Company, INC.Broker
August 1998 - December 1998 · 4 mos
Fsc Securities CorporationBroker
July 1994 - October 1998 · 4 yrs 3 mos
Sunamerica Securities, INC.Broker
May 1993 - July 1994 · 1 yr 2 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Dawn May Bond - Financial Advisor | AdvisorDiscover