Katie Brown is a registered investment advisor at Armstrong Dixon, based in Baltimore, MD, with 10 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 313 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Armstrong Dixon's annual investment management fee is a percentage of the value of your investments, generally ranging from 0.30% to 1.5%. The exact fee may vary depending on the investment program you choose through LPL Financial and factors like account size and selected managers.
Location
1500 Sulgrave Ave, Baltimore, MD, 21209
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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
Katie operates her LPL business under the DBA Armstrong Dixon, dedicating nearly full-time hours to it. She also works as a property manager for Sulgrave Associates, spending minimal time on this role.
Employment History
Current Registrations
Armstrong Dixon
LPL Financial LLC
LPL Financial LLCBroker
State Registrations13 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.