Jon A Nixon CPA PC offers accounting and tax services to individuals, high net worth individuals, trusts, estates, corporations, and small businesses. The firm refers clients to third-party money managers for investment advice and asset management. Jon A Nixon CPA PC does not provide asset management services directly.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Jon A Nixon CPA PC does not directly charge fees for investment advisory services or manage client assets. Instead, they receive a referral fee from third-party money managers when they refer clients to them. The third-party money managers charge a management fee to the client quarterly.
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