Zachariah Baker
Zachariah Baker is a registered investment advisor at Dixon and Company Wealth Management, LLC, based in Winston Salem, NC, with 2 years of industry experience. Zachariah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 283 clients with $61M 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 $100K | 1.30% |
| $100K - $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1M+ | 0.95% |
Advisory clients who are also financial planning clients receive a 0.10% reduction in the applicable advisory fee. These fees are negotiable.
Fee Estimator
Location
155 Sunnynoll Ct, Suite 101, Winston Salem, NC, 27106
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
Zachariah is a licensed insurance agent and may offer clients insurance products, which presents a conflict of interest due to commissions. He dedicates a few hours per week to insurance solicitation and sales.
Employment History
Current Registrations
Dixon and Company Wealth Management, LLC
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.