DD

Daniel Joseph Dixon

27 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
257 clients
Average Client Portfolio
$611K average
Assets Under Management
$156.9M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only

AIM is paid a management fee on assets managed, differing by strategy, TAMP/MMP, and trading frequency. Fees typically fall between 0.18% and 0.50% for sub-advisory, dual contract, and solicitor agreements. For institutional-sized relationships, fees may be negotiable. Investment advisory fees for individual clients are generally 1.50% on assets under management. AIM has direct client account minimums of $250,000 for all AIM strategies.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

Vero Beach, FL

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Algorithmic Investment Models
April 2020 - Present · 5 yrs 9 mos
Previous Registrations
Ceros Financial Services, INC.Broker
February 2021 - May 2024 · 3 yrs 3 mos
Joseph Grace Broker
April 2015 - February 2020 · 4 yrs 10 mos
Joseph Grace Holdings, INC.
April 2015 - February 2020 · 4 yrs 10 mos
Triboro Investment Management, LLC
March 2014 - April 2015 · 1 yr 1 mo
Grant Williams L.P.Broker
September 2009 - December 2013 · 4 yrs 3 mos
Pershing LLCBroker
December 2003 - September 2004 · 9 mos
Lockwood Advisors INC
October 2000 - September 2004 · 3 yrs 11 mos
Lockwood Financial Services, INC.Broker
July 2000 - December 2003 · 3 yrs 5 mos
Nvest Funds Distributor, L.P.Broker
September 1999 - June 2000 · 9 mos
Rte Securities, INC.Broker
July 1996 - October 1999 · 3 yrs 3 mos
Lincoln Investment Planning, INC. Broker
April 1994 - September 1996 · 2 yrs 5 mos
New England SecuritiesBroker
July 1991 - November 1992 · 1 yr 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Daniel Joseph Dixon - Financial Advisor | AdvisorDiscover