Valuewealth Services, LLC

Assets Under Management

$242.1M

Number of Clients

242

Number of Advisors

4

Average Client AUM

$1.0M

AUM per Advisor

$60.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

John Dixon is a financial advisor with ValueWealth Services, LLC. He provides investment advisory services and is also an independent insurance agent. He is supervised by the President and/or Chief Compliance Officer of ValueWealth Services, LLC.

Areas of Practice
Insurance PlanningAnnuities
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Location

2444 Solomons Island Rd Suite 212, Annapolis, MD, 21401

4 Advisors at this firm