Herman Dodson
Herman Dodson is a ChFC-designated registered investment advisor at Macro Advisors, INC., based in Hazleton, PA, with 19 years of industry experience. Herman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 683 clients with $370M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Location
580 Susquehanna Blvd, Hazleton, PA, 18202
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2007Other Business ActivitiesSells Insurance
Herman is the President/Owner of Hazleton Insurance Alliance, an insurance agency, and spends about 10-20% of his time on sales and servicing. He is also a managing partner in a commercial rental property and a partner in a land sub-development company, dedicating minimal time to these ventures. Additionally, Herman is an independent insurance agent selling various insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Macro Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.