Jeremy Dodd is a CFP-designated registered investment advisor at Mutual Advisors, LLC, based in Sweetwater, TX, with 26 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B 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 | 2.00% |
Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.
Fee Estimator
Location
110 E. Broadway Street, Sweetwater, TX, 79556
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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
Jeremy is involved with several non-profit organizations and owns property rented to a restaurant through D-Mac Services, LLC. He also works as an independent insurance agent, dedicating a few hours per week to insurance sales and services.
Employment History
Current Registrations
Mutual Advisors, LLC
Previous Registrations
Mutual Securities, INC.Broker
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Intersecurities, INC.
Intersecurities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.
Exams
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- John Mcpherson, CFPMutual Advisors, LLC