John Dixon is a registered investment advisor at Valuewealth Services, LLC, based in Annapolis, MD, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 242 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ValueWealth Services offers investment management services where fees are negotiable, with a maximum annual fee of 1.95%. The final fee schedule is outlined in the investment advisory contract. Fees are paid monthly or quarterly in advance, and are directly withdrawn from client accounts with written authorization.
Location
2444 Solomons Island Rd Suite 212, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a partner in Optimal Sante Ga, LLC, involved in the PPE business, with 24.5% ownership, dedicating about a quarter of his time. He also owns 50% of a family farm involved in beekeeping, hay production, and raising chickens, dedicating a few hours per week during trading hours.
Employment History
Current Registrations
Valuewealth Services, LLC
Previous Registrations
Dempsey Lord Smith, LLC
Cosey Financial Services, INC.
State Registrations3 states
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