Dawn Slawson
Dawn Slawson is a registered investment advisor at Fiduciary Financial Partners, LLC, based in Naperville, IL, with 24 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 218 clients with $290M 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 $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
Location
1250 E. Diehl Road, Suite 404, Naperville, IL, 60563
Get directionsHistory
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 ActivitiesSells Insurance
Dawn is licensed to sell life and health insurance.
Employment History
Current Registrations
Fiduciary Financial Partners, LLC
Previous Registrations
Chase Investment Services CORP.
J.P. Morgan Securities LLC
J. P. Morgan Securities INC.
Jpmorgan Securities INC
Chase Investment Services CORP.
Banc One Securities Corporation
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.