CD
CD

Clinton Dodson

17 Years of Experience
Honolulu, HI

Clinton Dodson is a registered investment advisor at Fort Street Asset Management LLC, based in Honolulu, HI, with 17 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 29 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
29 clients
Average Client Portfolio
$6.6M average
Assets Under Management
$190.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $9.9M1.50%
$9.9M+1.00%

Asset based fees may be negotiable at the sole discretion of management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

900 Fort Street Mall Suite 1727, Honolulu, HI, 96813

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Clinton is a Captain in the Army National Guard, dedicating minimal time per week. He also works as a stunt man and is a director of a private fund, spending minimal time on each activity.

Employment History
Current Registrations
Fort Street Asset Management LLC
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - December 2019 · 10 yrs 6 mos
Morgan Stanley
June 2009 - December 2019 · 10 yrs 6 mos
Morgan Stanley & CO. Incorporated
December 2008 - June 2009 · 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
State Registrations1 state
HI
Advisor

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
No exam information available for this advisor.