Dawn Weber is a registered investment advisor at Chapin Davis Asset Management, based in Baltimore, MD, with 17 years of industry experience. Dawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 498 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2.00% annually, calculated on your account value. This fee may be negotiable with your investment adviser representative. This fee also applies to wrap fee accounts and 401k investment advisory services.
Fee Estimator
Location
1411 Clarkview Road, Baltimore, MD, 21209
Get directionsHistory
Regulatory History (3)
Civil Bond
December 2014Regulatory
October 2012Employment Separation After Allegations
January 2012Other Business Activities
Dawn is the affiant of a small estate, representing the estate and filing paperwork. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Chapin Davis Asset Management
Chapin, DavisBroker
Previous Registrations
Chapin, DavisBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
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.