Your Planning Partner LLC

Assets Under Management

$70.1M

Number of Clients

78

Number of Advisors

2

Average Client AUM

$899K

AUM per Advisor

$35.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Michael Joseph Dixon is a financial advisor at Your Planning Partner LLC. He is also an accountant and may offer clients advice or products from this activity. He works closely with his supervisor, Carol Anne Dixon, and all advice is reviewed prior to implementation.

Fee Structure

This brochure does not contain any fee information. Please refer to the Your Planning Partner LLC brochure for fee details.

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Location

3801 Pga Blvd, #600, Palm Beach Gardens, FL, 33410

2 Advisors at this firm