Dixon Financial Services (DFS) helps clients manage their financial assets to support their lifestyle objectives. DFS develops an Investment Policy Statement (IPS) with each client, covering investing goals, financial desires, and risk tolerance. DFS creates diversified portfolios using mutual funds and ETFs across stocks, bonds, and cash. DFS also coordinates with attorneys, insurance representatives, and accountants to assist clients with financial and estate planning.
Assets Under Management$1.1B
Clients335
Advisors5
Avg. per Client$3.2M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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% |
Accounts managed by DFS but serviced by another independent registered investment adviser or an asset management company may be .1% to .5% higher than the fee schedule above, depending on the third party and the size of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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