Matthew Dixon
Matthew Dixon is a registered investment advisor at Trunorth Advisors, based in Greenville, SC, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,107 clients with $300M 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 | 1.40% |
Annual fee ranges up to 1.40% and is negotiable based on account size, relationship nature, complexity, time commitments, and travel requirements.
Fee Estimator
Location
501 River Street Suite 183, Greenville, SC, 29601
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2024Other Business ActivitiesSells Insurance
Matthew is a licensed insurance agent and owner of MBD Services LLC, a licensed insurance agency.
Employment History
Current Registrations
Trunorth Advisors
State Registrations2 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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