Greg Dodge is a registered investment advisor at Dodge Wealth Management, based in Foxboro, MA, with 30 years of industry experience. Greg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 107 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are generally negotiable.
Fee Estimator
Location
16 Chestnut St Suite 121, Foxboro, MA, 02035
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2005Customer Dispute
March 2000Other Business Activities
Greg is an instructor for compliance-approved educational retirement seminars, dedicating minimal time to this activity. He also operates Dodge Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor, spending nearly full-time on investment advisory services through this firm.
Employment History
Current Registrations
Dodge Wealth Management
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
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.