Dixon and Company Wealth Management (DCWM) provides investment management and financial planning services to individuals and high-net-worth individuals. Investment management is tailored to each client's goals and risk tolerance. Financial planning covers areas like retirement, college, insurance, tax, and estate planning. DCWM also offers financial coaching for advice and education on financial matters.
Assets Under Management$61M
Clients283
Advisors3
Avg. per Client$220K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1M+ | 0.95% |
Advisory clients who are also financial planning clients receive a 0.10% reduction in the applicable advisory fee. These fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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