Dixie Klaibert
Dixie Klaibert is a CFA-designated registered investment advisor at Beacon Hill Wealth Management LTD, based in Victoria, Bc, with 11 years of industry experience. Dixie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 183 clients with $110M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Location
1133 Fort Street, Victoria, Bc, V8V 3K9
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
Dixie is a financial advisor with Raymond James Ltd, dedicating full-time hours to this role. She also dedicates a few hours per week to Raymond James Financial Planning Ltd, selling life insurance and providing financial planning services, and has several other business activities including Finvogue.com and Beacon Hill Wealth Management.
Employment History
Current Registrations
Beacon Hill Wealth Management LTD
Previous Registrations
Beacon Hill Wealth Management LTD
Raymond James (USA) LTD
State Registrations1 state
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