Robert Dixon is a registered investment advisor at Vero Advisors, LLC, based in Littleton, CO, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $17M 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 | 2.00% |
Alternatively, Vero reserves the right to charge clients a negotiated percentage of assets under management. Assets of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Location
Littleton, CO
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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.
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Robert works as an English teacher at Valor Christian High School since 2010, dedicating about half of his time to his investment advisory business, Vero Advisors, LLC. His clients are aware of the time demands of his teaching job.
Employment History
Current Registrations
Vero Advisors, LLC
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.