Dixon Financial Services Fees & Minimum

Overview

Total Firm Assets: $1.1 billion
Average High-Net-Worth Client Portfolio Size: $6.5 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ADV II (2026-02-11) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.50%
$250,001	$500,000	1.00%
$500,001	$1,000,000	0.75%
$1,000,001	$2,000,000	0.55%
$2,000,001	and above	0.40%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$27,500	0.55%
$10 million	$47,500	0.48%
$50 million	$207,500	0.42%
$100 million	$407,500	0.41%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 91.74%
Number of High-Net-Worth Clients: 154
Total Client Accounts: 335
Discretionary Accounts: 333
Non-Discretionary Accounts: 2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number: 107166

ADV II (2026-02-11) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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