Marcelino Dodge
Marcelino Dodge is a registered investment advisor at Archer Investment Corporation, based in Flagler, CO, with 29 years of industry experience. Marcelino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,640 clients with $900M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.
Fee Estimator
Location
319 Main Ave, Flagler, CO, 80815
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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
Marcelino is an insurance sales agent for The State Life Insurance Company since 2008, presenting fixed annuities with long-term care coverage, and also sells equity indexed annuities through H.D. Vest Insurance Agency Inc. He also runs Cash Tracks Financial Inc. full-time, providing tax preparation and accounting services, and dedicates about 10-20% of his time to assisting as a director for the Lamar Congregation of Jehovah's Witnesses.
Employment History
Current Registrations
Archer Investment Corporation
Previous Registrations
Hd Vest Investment ServicesBroker
The O.N. Equity Sales CompanyBroker
Usallianz Securities, INC.Broker
Wma Securities, INC.Broker
Mutual of Omaha Investor Services, 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.