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Joseph Dixon

Advisor at Independent Financial Group, LLC

Updated today
Independent Financial Group, LLC logo

Firm

Independent Financial Group, LLC

Location

Trenton, MI 48183

Credentials

Series 63, Series 66

Industry experience

43 years

Fee options

Fixed

Flat fees charged for financial planning services, negotiated per client agreement.

Percentage

$0 - $250,000: 3.00% plus 0.16% program fee $250,000 - $500,000: 3.00% plus 0.12% program fee $500,000 - $1,000,000: 3.00% plus 0.10% program fee $1,000,000 - $2,000,000: 3.00% plus 0.06% program fee $2,000,000 - $5,000,000: 3.00% plus 0.05% program fee $5,000,000+: 3.00% plus 0.04% program fee

Commissions

Commissions earned on brokerage products sold by dually licensed IARs.

Project-based

Hourly financial consulting fees generally range from $100 to $300 per hour.

Subscriptions

Subscription-based fees for financial planning charged monthly or quarterly as per agreement.

Other

Account minimum: $2,000 Fee-only: Hourly fees $100 - $300 per hour; Fixed fees negotiable; Subscription fees monthly or quarterly as agreed.

Work history

Independent Financial group

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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