Ashby Dawson is a CFP-designated registered investment advisor at Kingsview Wealth Management, LLC, based in Amarillo, TX, with 18 years of industry experience. Ashby 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, and 1 more. Their firm serves 10,049 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingsview Wealth Management's annual advisory fee for wealth and asset management services is negotiable and capped at 2.50% annually, inclusive of any asset management fees charged by Kingsview Investment Management (KIM). The standard wealth management fee schedule is:
- First $250,000 – 1.50% annually
- Next $750,000 – 1.00% annually
- Any amount over $1,000,000 – 0.75% annually
Fees are negotiable and are set at the discretion of the KWM IAR providing services. This fee is exclusive of a KIM model fee, underlying investment fees or any third-party money manager fee.
Location
6900 W. Interstate 40, Suite 150, Amarillo, TX, 79106
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Regulatory History (1)
Customer Dispute
September 2008Other Business Activities
Ashby is a managing member of a real estate business since 2020 and a member of Amarillo Photo Booth LLC since 2023, dedicating minimal time to each. Ashby cleans rental houses, organizes lending documents, keeps up with books for the real estate business, and develops/maintains the website and records for the photography business.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
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.