DG
DG

Dixon Gardner

3 Years of Experience
Winnetka, CA

Dixon Gardner is a registered investment advisor at Mt. Timp Capital, based in Winnetka, CA, with 3 years of industry experience. Dixon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3K3.00%
$3K - $5K2.00%
$5K - $7K1.25%
$7K+1.00%

Fees, account minimums and payment terms are negotiable depending on client’s unique situation.

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

Winnetka, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Dixon is a senior attorney at Madison Law, APC, a full-service law firm. He dedicates full-time hours to this role, working on various legal tasks including litigation, bankruptcy cases, and drafting transaction documents.

Employment History
Current Registrations
Mt. Timp Capital
February 2023 - Present · 3 yrs 3 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
Dixon Gardner - Financial Advisor | TrueAdvisor