Matthew Dickson is a registered investment advisor at Littlejohn Financial Services INC, based in Roseburg, OR, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 560 clients with $170M 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 $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Certain legacy clients may have fee schedules that differ than the schedule above. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
2000 West Harvard Avenue, Suite 100, Roseburg, OR, 97471
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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
Littlejohn Financial Services INC
State Registrations1 state
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