Dawson James Asset Management (DJAM) offers investment management services on a discretionary and non-discretionary basis to individuals, businesses, trusts, retirement accounts, and pension/profit-sharing plans. DJAM may also offer financial planning and consulting services. DJAM may recommend third-party investment managers. DJAM also provides pension consulting services, including plan design, review, and assistance with regulatory issues. DJAM may provide financial planning services, including consultations, analysis, and recommendations in areas such as financial situation, income taxes, insurance, investments, retirement planning, and estate planning.
Assets Under ManagementN/A
ClientsN/A
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.70% |
All fees are subject to negotiation at the sole discretion of DJAM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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