TrueAdvisor
TrueAdvisor
AD
CFP
AD
CFP

Ashby D Dawson

Kingsview Wealth Management, LLC
18 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Kingsview Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
111 advisors
Number of Clients
10,049 clients
Average Client Portfolio
$671K average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$25K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $1.0M1.00%
$1M+0.75%

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.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

6900 W. Interstate 40, Suite 150, Amarillo, TX, 79106

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Edward Jones
November 2007 - July 2023 · 15 yrs 8 mos
Edward JonesBroker
October 2007 - July 2023 · 15 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.