Beau Dickson is a registered investment advisor at Dickson Financial Group, LLC., based in Comfort, TX, with 13 years of industry experience. Beau operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 31 clients with $6.5M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for assets over $5,000,000.
Fee Estimator
Location
Comfort, TX
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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
Beau owns JM Travis Ltd, a print consulting business, since 2006. He dedicates nearly full-time hours per week to this activity, mostly during non-market hours.
Employment History
Current Registrations
Dickson Financial Group, LLC.
Previous Registrations
Strategic Advisers, INC.
State Registrations1 state
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