Edward Dixon
Edward Dixon is a registered investment advisor at The L. Warner Companies, INC, based in Duxbury, MA, with 9 years of industry experience. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 465 clients with $800M 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 | 1.50% |
Maximum annual fee is 1.5% of assets under management and is negotiable. Flat fees or tiered schedules may also be used by agreement.
Fee Estimator
Location
459 Washington Street, Suite 26, Duxbury, MA, 02332
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 ActivitiesSells Insurance
Edward is involved in insurance sales, dedicating approximately 40 hours per month (a quarter of his time) to this activity.
Employment History
Current Registrations
The L. Warner Companies, INC
Previous Registrations
Dixon Associates, INC.
State Registrations1 state
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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