Brent Lee is a registered investment advisor at Dodds Wealth, LLC, based in Greenwood Village, CO, with 1 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 421 clients with $710M 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% |
Maximum annual fee is 1.00%. Specific fees may vary based on account size, portfolio complexity, and are negotiable. Financial planning is included at no extra cost for investment management clients.
Fee Estimator
Location
5251 Dtc Parkway Ste 720, Greenwood Village, CO, 80111
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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 Activities
Brent operates Dodds Wealth as a DBA for his LPL business, dedicating full-time hours to it. He also works with Dodds Tax, LLC providing tax preparation and accounting services for a few hours per week.
Employment History
Current Registrations
Dodds Wealth, LLC
Previous Registrations
LPL Financial LLCBroker
State Registrations2 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.
Exams
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