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Our Approach

Transparent Fees and a Clear, Guided Onboarding Experience

Simple, straightforward guidance that helps you understand how we work and what to expect as a new client.

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Our Philosophy

A Transparent, Intentional
Approach to Fees

At Armstrong Dixon, we believe transparent fees are essential to a strong advisory relationship. As a fiduciary financial advisor, our compensation is designed to be clear, straightforward, and aligned with your best interests.

Our asset-based fee covers the full scope of our work, from understanding your risk tolerance and building your portfolio to ongoing monitoring, reporting, and coordination with your CPA and attorney. With no hidden costs and a structure that supports your long-term goals, you receive truly comprehensive financial planning from one dedicated team.

This approach seeks to create a partnership built on clarity, trust, and confidence in every step forward.

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How Our Fees Work

Our asset-based fee structure is designed to be simple, transparent, and aligned with your long-term goals. As your household assets grow, your fee rate decreases, reflecting the efficiencies gained through scale. This comprehensive structure includes both ongoing investment management and the full scope of our planning services, ensuring you receive coordinated guidance under one advisory relationship.
Katie speaking to client Armstrong Dixon Fees

Asset Management Fee Schedule

 

 

Household Balance Fee
$0-$1,000,000 1.25%
$1,000,001-$5,000,000 1.00%
$5,000,001-$10,000,000 0.75%
$10,000,001 + 0.50%
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What’s Included in Your Private Wealth Management Experience

  • Comprehensive planning with regular updates
  • Goal-aligned portfolio management and rebalancing
  • Retirement and estate planning support
  • Coordination with attorneys and CPAs
  • Proactive reviews and ongoing communication
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Armstrong Dixon Financial team About Us

The Clients We Serve Best

At Armstrong Dixon, we support a wide range of clients who share the desire to feel confident about their financial lives. We serve individuals and families who want clarity, intention, and a proactive planning relationship that evolves with them.

No matter where you are in life or what goals you’re pursuing, we bring structure, guidance, and a steady hand to help you move forward with confidence.

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FAQs

Common Questions About
Fees and Onboarding

How are your fees structured?

We use a transparent, asset-based fee that covers both investment management and comprehensive planning. There are no hidden costs, and your fee aligns directly with the value of our ongoing support.

What’s included in your private wealth management fees?

Our fee covers comprehensive planning, ongoing investment management, and coordinated support with your CPA and attorney. You receive all services under one transparent structure.

Do you offer financial planning without investment management?

Yes. For clients who only need planning, we offer a separate engagement that provides full access to our planning process and team.

How often will we meet or review my plan?

We typically review annually, with additional check-ins as your needs evolve. You can always reach out between meetings for guidance or updates.

What if my financial situation changes after I become a client?

Your plan is designed to evolve with you. We update your strategy proactively as life events, goals, or market conditions shift.

Can you work with clients who have assets held at multiple institutions?

Yes. We coordinate accounts to provide a full financial plan.

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Let’s Start the Conversation

Clear guidance and a thoughtful onboarding process make it easy to feel supported from the start. If you’re ready for a financial partnership built on clarity, care, and long-term trust, we’d love to connect.
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