Advisor at Ransome Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ransome Asset Management
Location
Wesley Chapel, FL
Credentials
Series 63, Series 65, Series 66
Industry experience
11 years
Dawson Ransome is the principal of Ransome Asset Management and holds Series 63, 65, and 66 licenses with 11 years of industry experience. He has been with Ransome Asset Management since 2019 and also has involvement with Highland Holdings Inc. and The Ransome Companies, LLC. In addition to his advisory work, he is a licensed real estate agent and operates affiliated real estate development activities. Ransome Asset Management provides discretionary portfolio management and financial planning services to individual investors, pension and profit-sharing plans, and other business entities. The firm follows a value-oriented investment approach based on fundamental analysis, employing both long- and short-term strategies tailored to client objectives and risk tolerance.
Based on Ransome Asset Management
$0+: Up to 2.50% annually (negotiable, maximum fee) $1,000,000+: 1.50% annually plus performance-based fee (for qualified clients)
Up to $500 per hour for financial planning and consulting services (negotiable)
Performance fee of 20% to 35% of capital appreciation annually for qualified clients with at least $1 million AUM or $2 million net worth; subject to high-water mark provisions
Fee-only: Financial planning and consulting services charged hourly up to $500/hour (negotiable)
Wesley Chapel, FL
Florida
Ransome Asset Management, LLC
2019 - Present (7 years)
Highland Holdings Inc.
2015 - Present (11 years)
The Ransome Companies, Llc
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wesley Chapel, FL
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Series 66
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Series 63, Series 65
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Series 65
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CFP®
Land O Lakes, FL
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