Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for asset management is 2.50%, billed quarterly in advance and negotiable. Financial planning services are provided on a fixed fee basis, ranging from $1,000 to $100,000, or an hourly fee of $250. Fees are negotiable. Clients may terminate their agreement with ten days written notice and receive a prorated refund.
Areas of Practice
Advisor Information
Office location
2119 South Tamiami Trail, Osprey, FL, 34229
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Dawn is the owner, founder, and advisor at Citypark Financial LLC, where she sells insurance and annuities, dedicating about a quarter of her time. She also coaches high school volleyball in the evenings, which does not take time during trading hours.