Erik Dodds
Erik Dodds is a registered investment advisor at Whitwell Advisors, based in Clear Lake, MN, with 19 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 337 clients with $120M 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 | 1.00% |
Standard fee is 1.00% annually, billed monthly in arrears. The firm reserves the right to charge up to 3.00% of the value of your portfolio or up to 1.50% for non-traditional structures. Accounts consisting solely of low-risk money market and short-term government bond funds receive a discounted rate of 0.25%. Fees are negotiable.
Fee Estimator
Location
6083 125th Ave Se, Clear Lake, MN, 55319
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2010Regulatory
April 2008Other Business ActivitiesSells Insurance
Erik is a licensed insurance agent and owner of Crown Wealth Management, LLC. He owns multiple businesses, including ERD Consulting LLC (holding company), Canyon Ridge Group, LLC (insurance and marketing agency), Concentric Investment Opportunities LLC (real estate and investment entity), and Seeds in Soil, LLC (holding company).
Employment History
Current Registrations
Whitwell Advisors
Crg Wealth, LLC
Previous Registrations
Liberty Partners Financial Services, LLCBroker
Liberty Partners Capital Management, LLC
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Innovation Partners LLC
Innovation Partners LLCBroker
Hazard & Siegel, INC.Broker
World Capital Advisors, LLC
World Capital Brokerage, INC.Broker
Its Asset Management, L.P.
Fortune Financial Services, INC.Broker
Great American Advisors, INC.Broker
State Registrations4 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.