Kenny Dodson is a registered investment advisor at The Wealth Advantage Group, INC., based in Columbus, OH, with 19 years of industry experience. Kenny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 135 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.55% |
| $3M+ | 0.35% |
Fees are negotiable. Some clients may be charged a flat fee.
Fee Estimator
Location
5005 Horizons Drive, Suite 100, Columbus, OH, 43220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Wealth Advantage Group, INC.
State Registrations2 states
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