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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 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
Dodds Wealth manages investments for a fee based on a percentage of the assets they manage. The maximum annual advisory fee is 1.00%. The specific fee is set forth in your agreement and may vary based on the size of the account, complexity of the portfolio, or extent of activity in the account. Fees are billed quarterly in advance.
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.
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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
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