Pamela Dobson
Pamela Dobson is a registered investment advisor at Moulton Wealth Management, INC, based in Spokane Valley, WA, with 11 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 477 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moulton Wealth Management's fees for asset management range from 0.75% to 1.25% of your portfolio. These fees are detailed in the wrap brochure appendix. Fees are billed quarterly after the billing period, and are usually deducted directly from your account with your consent. Moulton Wealth Management may, at its discretion, waive its minimum fee or charge a lesser investment advisory fee based on certain criteria.
Location
420 N Evergreen Rd., Suite 100, Spokane Valley, WA, 99216
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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 →Employment History
Current Registrations
Moulton Wealth Management, INC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations2 states
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.