Scott Dawson is a CFP-designated registered investment advisor at American Investors CO, based in Lafayette, CA, with 24 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
In lieu of the tiered schedule, a fixed percentage fee of 1.5% may be charged. A fixed annual fee payable at agreed-upon intervals throughout the year may be charged for asset management services and/or a combination of asset management and other advisory services. Fees are negotiable.
Fee Estimator
Location
3658 Mt. Diablo Blvd., Ste. 210, Lafayette, CA, 94549
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Regulatory 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 Activities
Scott is a partner, CFP, and planner at Mosher Financial Advisors, LLC, focusing on financial planning and investments. He dedicates nearly full-time hours to this business, handling account processing, investment, and allocation research.
Employment History
Current Registrations
American Investors CO
Mosher Financial Advisors LLC
American Investors CompanyBroker
Previous Registrations
The Advisors Group, INC.Broker
State Registrations16 states
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