Samuel Dodson
Samuel Dodson is a registered investment advisor at Signature Financial Advisors, based in Houston, TX, with 31 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 220 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Signature FA offers investment supervisory services and individual portfolio management. The annual fees range from 0.40% to 1.50% of the value of your portfolio. A minimum of $250,000 is required for this service, but this may be negotiable. Signature FA also offers a Manager of Managers program where they select other investment advisors to manage client assets. In this program, Signature FA is paid by the selected asset manager, with fees typically ranging from 0.40% to 1.50%, depending on the size of the account. The client should review the independent investment advisor's brochure for a complete description of the fee arrangement.
Location
1900 St. James Place, Suite 510, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Samuel works as an independent insurance broker, dedicating about half of his time to this activity. He offers insurance analysis and develops proposals for life, disability, and long-term care insurance, and may sell fee-based variable annuities.
Employment History
Current Registrations
Signature Financial Advisors
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
H. Beck, INC.
Integrated Financial Planning ServicesBroker
Pruco Securities CorporationBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations1 state
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.