Andrew Dodds
Andrew Dodds is a CFP-designated registered investment advisor at Dodds Wealth, LLC, based in Greenwood Village, CO, with 34 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 421 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dodds Wealth manages investments for a fee based on a percentage of the assets they manage. The maximum annual advisory fee is 1.00%. The specific fee is set forth in your agreement and may vary based on the size of the account, complexity of the portfolio, or extent of activity in the account. Fees are billed quarterly in advance.
Location
5251 Dtc Parkeay Ste 720, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Andrew sells fixed insurance products through Dodds Wealth Management Group since 2003. He also dedicates about half of his time providing investment advisory services through Dodds Wealth LLC, an independent investment advisor firm, and minimal time to managing family trusts and rental real estate.
Employment History
Current Registrations
Dodds Wealth, LLC
Previous Registrations
LPL Financial LLC
Dodds Wealth Management Group
LPL Financial LLCBroker
LPL Financial LLC
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.