About Dixon and Company Wealth Management, LLC
Dixon and Company Wealth Management, LLC is a premier financial advisory firm that provides comprehensive financial planning and investment management services to individuals, families, and businesses. Founded in 2005, the firm has established a strong reputation for its expertise, integrity, and commitment to helping clients achieve their financial goals.
How does the advisory advisor help clients – Key Takeaways:
The financial experts at Dixon and Company Wealth Management, LLC offer personalized and goal-oriented financial advice, tailored to each client’s unique needs and objectives. The firm employs a collaborative approach, working closely with clients to understand their goals, risk tolerance, and investment preferences.
- Personalized financial planning and investment management services
- Collaborative approach to understand clients’ unique needs and objectives
- Extensive knowledge and expertise in financial management
Facts and Insights
Below are some key facts and insights about Dixon and Company Wealth Management, LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15 years |
Financial Services Offered
Dixon and Company Wealth Management, LLC offers a range of financial services to help clients achieve their long-term financial goals:
- Personalized financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
The firm serves a diverse group of clients, including:
- High-net-worth individuals
- Retirees
- Young professionals
- Business owners
- Families
Fees & Compensation
At Dixon and Company Wealth Management, LLC, fee transparency is a top priority. The firm charges a transparent and straightforward fee structure, based on a percentage of assets under management. This encourages a partnership between the firm and its clients, with aligned interests.
Clients can expect the following fee structure at Dixon and Company Wealth Management, LLC:
Investment Management Fees:
- Assets Under Management: 1.00%
- AUM between $500,000-$1 million: 0.75%
- AUM above $1 million: Negotiable
Financial Planning Fees:
- Hourly Rate: $150-$250
- Flat Fee: Range from $500-$5,000
Background
The founding partners at Dixon and Company Wealth Management, LLC have over 30 years of combined experience in the financial industry. They bring a wealth of knowledge and expertise to the firm, making it a trusted advisor for clients seeking guidance in managing their wealth.
The team at Dixon and Company Wealth Management, LLC is committed to ongoing education and professional development, ensuring they stay up-to-date with the latest industry trends and regulations. This dedication to continuous learning allows them to provide the best possible advice and service to their clients.
Financial Advisor Disclosures to Know
Potential clients should know that while Dixon and Company Wealth Management, LLC has a clean record, some of its advisors may have certain disclosures on their records. These disclosures can include regulatory actions, civil/criminal proceedings, or customer complaints. Before deciding to work with an advisor, clients should conduct thorough research and familiarize themselves with any potential disclosures.
In conclusion, Dixon and Company Wealth Management, LLC is a top-rated financial advisory firm that offers personalized and goal-oriented financial advice to help clients achieve their long-term financial goals. With its experienced team, transparent fee structure, and commitment to ongoing education, the firm is dedicated to providing the best service and guidance to its clients.