Dixon Financial Services provides ongoing investment management and asset allocation services for individuals, retirement accounts, trusts, and businesses. Founded in 1989 and based in Lafayette, California, Dixon Financial Services builds diversified portfolios primarily using mutual funds—especially those from Dimensional Fund Advisors—spread across stocks, bonds, and cash. Every client relationship starts with creating an Investment Policy Statement that outlines goals, risk tolerance, and target asset mixes. Dixon Financial Services monitors portfolios quarterly, rebalancing when necessary, and coordinates with outside professionals such as accountants and attorneys for estate and financial planning needs. The firm does not manage individual stock selections or offer wrap fee programs.
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% |
Fees are non-negotiable except in unusual situations, such as administrative reviews of assets not directly managed by Dixon Financial Services.