John Dixon is a registered investment advisor at Valuewealth Services, LLC, based in Winchester, TN, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 420 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees are negotiable up to a maximum annual fee of 1.95%.
Fee Estimator
Location
Winchester, TN
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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 →Other Business Activities
John is a partner in Optimal Sante Ga, LLC, involved in the PPE business, with 24.5% ownership, dedicating about a quarter of his time. He also owns 50% of a family farm involved in beekeeping, hay production, and raising chickens, dedicating a few hours per week during trading hours.
Employment History
Current Registrations
Valuewealth Services, LLC
Previous Registrations
Dempsey Lord Smith, LLC
Cosey Financial Services, INC.
State Registrations3 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.
Exams
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