Orrodon Dinkins
Orrodon Dinkins is a ChFC-designated registered investment advisor at Obn Wealth Advisors, based in Lake Spivey, GA, with 15 years of industry experience. Orrodon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 42 clients with $14M 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 | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
There is an annual minimum fee of $1000. For clients with managed assets under $50,000, OBN Wealth Advisors may recommend an hourly fee engagement, or charge a reduced fixed fee, not to exceed 2% of the client’s managed assets.
Fee Estimator
Location
Lake Spivey, GA
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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
Orrodon is an independent insurance agent providing insurance products and services, dedicating about 10-20% of his time. He is also involved with One Bucket Nation LLC as a book distributor, author, and professional speaker, spending about 10% of his time on this activity.
Employment History
Current Registrations
Obn Wealth Advisors
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 states
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