Armstrong Dixon, operating as ADE, LLC, manages investment portfolios and offers financial planning and consulting services to individuals, high-net-worth families, charitable foundations, and small business owners. They consider a client's risk tolerance and financial goals when managing investments. They also offer retirement plan consulting services.
Assets Under Management$350M
Clients313
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$58M
www.armstrongdixon.com ·facebook.com/armstrong-dixon-199496843558567 ·www.linkedin.com/company/armstrong-and-dixon
Fee Structure
Planning is included in investment management (also available separately)
Armstrong Dixon's annual investment management fee is a percentage of the value of your investments, generally ranging from 0.30% to 1.5%. The exact fee may vary depending on the investment program you choose through LPL Financial and factors like account size and selected managers.
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