Michael
Dixon
Dixon Financial Services
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About this Advisor
Michael Dixon is a financial advisor based in Lafayette, California with 31 years of industry experience. Dixon is an employee of Dixon Financial Services. During their career, the advisor has held roles at Dixon Financial Services, Inc and Assante Capital Management Inc. Dixon maintains a Series 63 license, qualifying them as a securities broker, and is approved to operate in California and Texas. Dixon Financial Services is an advisory company operating in Lafayette, California. It administers $702 million in assets between its 300 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves three charities and foundations. Of its 300 client accounts, 39% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees typically depend on which services are offered. Fees charged by Dixon Financial Services most likely are comprised of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dixon Financial Services Brokerage Details
$701,952,794
4
300
$2,339,843
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Michael Dixon Work History
Michael has been registered as a financial advisor for 31 years.*
Assante Capital Management Inc
Dixon Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Dixon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dixon Financial Services
Lafayette, CA
Lafayette, CA
Lafayette, CA
Lafayette, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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