DS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
203 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$247.7M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.35% |
| $10M+ | 0.25% |
All fees are negotiable. Minimum client fee of $7,500 annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$7,500
Hourly Rate:Up to $300/hr
For comprehensive wealth management, you'll pay an annual fee based on your portfolio size (see rates in table). The firm requires a minimum client fee of $7,500 annually. Financial planning is billed at $300 per hour or a fixed fee. Note: This firm also offers retirement plan advisory and consulting services, but those fees are NOT included here.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
1250 E. Diehl Road, Suite 404, Naperville, IL, 60563
Get directionsRegulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dawn is licensed to sell life and health insurance.
Employment History
Current Registrations
Fiduciary Financial Partners, LLC
August 2013 - Present · 12 yrs 5 mos
Previous Registrations
Chase Investment Services CORP.
September 2011 - May 2012 · 8 mos
J.P. Morgan Securities LLC
October 2008 - September 2011 · 2 yrs 11 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
Jpmorgan Securities INC
May 2006 - September 2006 · 4 mos
Chase Investment Services CORP.
July 2005 - May 2006 · 10 mos
Banc One Securities Corporation
February 2000 - July 2005 · 5 yrs 5 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.