DD
CFA
DD
CFA

David Jack Dixon

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
4,546 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees, including minimum annual fees, are negotiable for individually managed accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

185 Asylum Ave, 11th Floor, Hartford, CT, 06103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bradley Foster & Sargent INC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
People's United Advisors, INC.
April 2018 - December 2022 · 4 yrs 8 mos
Commonwealth Financial Network
August 2013 - February 2014 · 6 mos
State Registrations3 states
CACTFL
Advisor
Exams
No exam information available for this advisor.