Colin Dixon
Colin Dixon is a registered investment advisor at Millennium Investment and Retirement Advisors, LLC, based in Winston Salem, NC, with 4 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 613 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1% annual Advisory Service Agreement fee is negotiable. Current client relationships can exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Winston Salem, NC
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Colin is a consultant and officer at Corporate Profit Strategies DBA Creideas since 2021, offering client relations and service, dedicating about 10-20% of his time. Since 2022, Colin has also worked as an insurance agent, offering insurance products and services to clients and prospects.
Employment History
Current Registrations
Millennium Investment and Retirement Advisors, LLC
Previous Registrations
Expand Financial, LLC
State Registrations2 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.