Armstrong Dixon manages investment portfolios and offers comprehensive financial planning and consulting services for individuals, high net worth families, charitable foundations, and business owners. The firm uses a strategic asset allocation approach, investing in a diverse mix of global equities, fixed income securities, exchange-traded funds, mutual funds, and alternative investments. Services are tailored to each client's specific risk tolerance, time horizon, and financial goals. In addition to discretionary and non-discretionary investment management, Armstrong Dixon assists clients with standalone financial planning topics such as business succession, estate planning, executive compensation, and insurance analysis. The firm also provides retirement plan consulting for self-directed retirement plans and manages held-away accounts like employer-sponsored retirement plans through third-party technology.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annualized investment advisory fees generally range from 0.50% to 1.25% based on the market value and type of assets. Fees are negotiable.