Cory Degraaf is a registered investment advisor at Dixon Financial Services, based in Lafayette, CA, with 1 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 335 clients with $1.1B 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 - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.55% |
| $2M+ | 0.40% |
Accounts managed by DFS but serviced by another independent registered investment adviser or an asset management company may be .1% to .5% higher than the fee schedule above, depending on the third party and the size of the account.
Fee Estimator
Location
Lafayette, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dixon Financial Services
State Registrations1 state
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