MD
MD

Matthew Dixon

5 Years of Experience
1 DisclosureSells Insurance

Matthew Dixon is a registered investment advisor at Resolute Capital, LLC, based in Greenville, SC, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,107 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
1,107 clients
Average Client Portfolio
$272K average
Assets Under Management
$300.8M

Fee Structure

Resolute Capital charges an annual fee based on a percentage of your portfolio's value. The exact percentage is agreed upon with each client, up to a maximum of 1.40%. Fees are paid monthly, based on the value of your account at the end of the month.

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Location

501 River Street Suite 183, Greenville, SC, 29601

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History

Regulatory History (1)
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Customer Dispute
May 2024
Settled
Other Business ActivitiesSells Insurance

Matthew is a licensed insurance agent and owner of MBD Services LLC, a licensed insurance agency.

Employment History
Current Registrations
Resolute Capital, LLC
September 2020 - Present · 5 yrs 7 mos
State Registrations2 states
NCSC
Advisor

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.

Exams
No exam information available for this advisor.
Matthew Dixon - Financial Advisor | TrueAdvisor