Colin Stevens Dixon
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MILLENNIUM bases its fees on a percentage of assets under management, hourly charges, and fixed fees. Investment management fees are billed quarterly, in advance or arrears. The hourly rate for limited scope engagements and tax preparation work performed separately from an Advisory Service Agreement or a Retainer Agreement is $150-$250 and is negotiable. New Advisory Service Agreement fees are calculated on a formula basis and adjusted for complexity of individual situations, based on gross income, gross assets and other financial considerations.
Areas of Practice
Advisor Information
Office location
Winston Salem, NC
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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
Colin is a consultant and officer at Corporate Profit Strategies DBA Creideas since 2021, offering client relations and service, dedicating about 10-20% of his time. Since 2022, Colin has also worked as an insurance agent, offering insurance products and services to clients and prospects.