Richard Dixon
Richard Dixon is a CFP-designated registered investment advisor at Financial Partners, INC., based in Nags Head, NC, with 13 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The firm's general fee range is 0.35% to 1.00%, with an absolute cap of 1.50% of assets under management. Corporate retirement plans have negotiable fee structures based on plan design.
Fee Estimator
Location
Nags Head, NC
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2014Other Business ActivitiesSells Insurance
Richard is involved in insurance sales as a sole proprietor since 1976, dedicating about 10-20% of his time. This activity is not investment related and is separate from his relationship with Financial Partners, Inc.
Employment History
Current Registrations
Financial Partners, INC.
Previous Registrations
Financial Partners, INC.
Financial Partners LLC
Investors Security Company, INC.
Park Avenue Securities LLC
G.M. Gower & CO., LTD
Intersecurities, INC.
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
More Advisors
- Jason Borland, CFPLPL Financial LLC