Michael Dickerson is a registered investment advisor at Capital Markets Iq, LLC, based in Arlington, TX, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 827 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Markets IQ charges a percentage of your portfolio annually, typically ranging from 0% to 2.80%, billed quarterly. The fee can be calculated based on the portfolio's value at the end of the quarter or the average balance during the quarter. Some clients may have negotiated a tiered fee schedule where the percentage decreases as the portfolio value increases. International clients may incur a one-time set-up fee and have a minimum annual fee.
Location
Arlington, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the owner of Michael G Dickerson, LLC, which is not yet operational. This activity is not investment-related.
Employment History
Current Registrations
Capital Markets Iq, LLC
Previous Registrations
Carlton Hall Asset Management, LLC
Middlebury Asset Advisors INC.
Wellington Shields & CO., LLC
H. G. Wellington & CO. INC. Capital Management Division
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.