Valuewealth Services, LLC

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Assets Under Management

$242.1M

Number of Clients

242

Number of Advisors

Average Client AUM

$1.0M

AUM per Advisor

$60.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

This brochure supplement provides information about John Dixon, an Investment Adviser Representative with ValueWealth Services, LLC. It details his educational background, business experience, other business activities, and supervision within the firm.

Fee Structure

This document is an individual disclosure brochure for John Dixon, supplementing the ValueWealth Services, LLC brochure. It does not contain any fee information.

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Areas of Practice

Insurance PlanningAnnuities

Location

2444 Solomons Island Rd Suite 212, Annapolis, MD, 21401

4 Advisors at this firm

George a Buchheister

John Robert Dixon

CFP