Dillon Haviland is a CFP-designated registered investment advisor at Bloom Advisors, based in Farmington Hills, MI, with 7 years of industry experience. Dillon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,166 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable based on individual circumstances.
Fee Estimator
Location
31275 Northwestern Hwy, Suite 145, Farmington Hills, MI, 48334-2531
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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 →Employment History
Current Registrations
Bloom Advisors
Previous Registrations
Tbh Global Asset Management, LLC
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan Stanley
Morgan StanleyBroker
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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