Brian Dixon
Brian Dixon is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Springfield, MO, with 33 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 18,812 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.40% |
| $500K - $1000K | 1.90% |
| $1M+ | 1.40% |
Fees are negotiable. Actual fees may differ based on advisor's previously established fee schedules.
Fee Estimator
Location
4130 S. Fairview Ave, Suite 104, Springfield, MO, 65807
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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 ActivitiesSells Insurance
Brian operates under several DBAs for his LPL business, including Dixon Incorporated and Cornerstone Wealth Portfolios, dedicating the majority of his time to these activities. He also owns and manages multiple LLCs for real estate, tax, and investment purposes, as well as operating as a Notary Public, each requiring minimal time.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
State Registrations16 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.