Michael Dickerson is a registered investment advisor at Capital Markets Iq, LLC, based in New Orleans, LA, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 884 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.80% |
Fees are typically 0% to 2.80% of assets under management and are fully negotiable. Certain clients negotiate tiered progressive fee schedules.
Fee Estimator
Location
New Orleans, LA
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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 Activities
Michael is the owner of Michael G Dickerson, LLC, which is not yet operational. This activity is not investment-related.
Employment History
Current Registrations
Capital Markets Iq, LLC
Previous Registrations
Carlton Hall Asset Management, LLC
Middlebury Asset Advisors INC.
Wellington Shields & CO., LLC
H. G. Wellington & CO. INC. Capital Management Division
State Registrations5 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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