Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for the APM program is 2.50%, billed quarterly in advance. Fees are negotiable at the discretion of RIA or the Financial Advisor. Clients may incur additional costs such as mutual fund internal management fees. Clients can terminate their agreement with written notice, and unearned fees will be refunded.
Areas of Practice
Advisor Information
Office location
1820 E Ray Road, Chandler, AZ, 85225
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dillon is the Vice President of Perch Wealth, working with clients on investment recommendations full-time. Dillon also sells fixed insurance through Dillon Hall Insurance for minimal time, explains deferred sales trusts with Estate Planning Team for a few hours per week, and provides investment advisory services with Realta Investment Advisors for about 10-20% of their time.