Dixon Downey
Dixon Downey is a CFP-designated registered investment advisor at Sound Income Strategies, LLC, based in Fort Lauderdale, FL, with 26 years of industry experience. Dixon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 24,757 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sound Income Strategies (SIS) manages investment portfolios for a fee based on the value of your portfolio. The annual fee can be up to 1.75% of the value of your portfolio. For a limited group of clients with special needs, the fee can be up to 2.0%. The fee is usually billed monthly, but can be negotiated to be billed quarterly. If SIS uses a third-party investment manager for part of your portfolio, you won't pay any extra fees.
Location
500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309
Get directionsHistory
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
Dixon works for Scranton Financial Group LLC as a client service advisor and in fixed insurance sales, including life insurance and fixed indexed annuities, taking up a significant portion of his time. He also has roles with Retirement Income Source LLC, CHHSZ Holdings LLC, and as an investment trustee for family trusts, but these do not require any of his business hours.
Employment History
Current Registrations
Sound Income Strategies, LLC
Previous Registrations
Prime Capital Investment Advisors, LLC
Private Client Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Reby Advisors, LLC
Triad Advisors LLCBroker
Round Rock Advisors LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
Euro Pacific Capital, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Guardian Investor Services CorporationBroker
State Registrations1 state
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.