Kim Dyson is a registered investment advisor at Oneseven, based in Las Vegas, NV, with 15 years of industry experience. Kim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
Las Vegas, NV
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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 ActivitiesSells Insurance
Kim is an insurance agent selling life, health, long-term care insurance, and fixed annuities, dedicating about a quarter of her time to this activity. She also works as a Wealth Advisor/IAR for Red Oak Capital Management, Inc., spending about a quarter of her time during security hours advising clients.
Employment History
Current Registrations
Oneseven
Previous Registrations
Red Oak Capital Management, INC.
Red Oak Capital Management, INC.
Comprehensive Asset Management and Servicing, INC.Broker
Hayden Royal
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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