Navarone Simpson is a CFP-designated registered investment advisor at Armstrong Dixon, based in Mount Pleasant, SC, with 11 years of industry experience. Navarone 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
Mount Pleasant, SC
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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
Navarone operates his LPL business under the DBA Armstrong Dixon and is a Registered Investment Advisor Hybrid through ADE LLC, dedicating full-time hours to these activities. He also drives for Lyft about a quarter of his time and spends minimal time on real estate rental and a business entity for tax/investment purposes, and sells non-variable insurance.
Employment History
Current Registrations
Armstrong Dixon
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations3 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.