Stephen Dixon
Stephen Dixon is a CFA-designated registered investment advisor at Birchwood Financial Partners, INC., based in Bloomington, MN, with 13 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Education Planning, and 7 more. Their firm serves 763 clients with $850M 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 | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable and billed quarterly in advance. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
5601 Green Valley Dr., Suite 600, Bloomington, MN, 55437
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 Activities
Stephen promotes financial literacy to young people through Bestprep, dedicating minimal time. He also teaches CFP classes through Kaplan Professional Education and serves as treasurer and league information officer for Hamel Athletic Club, a non-profit organization.
Employment History
Current Registrations
Birchwood Financial Partners, INC.
Previous Registrations
Advisornet Wealth Management
State Registrations2 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.
Exams
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