Kyle Dodrill is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Portland, OR, with 9 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
Fee Estimator
Location
121 Southwest Morrison Street, Suite 910, Portland, OR, 97204
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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
Kyle occasionally assists with Swoon Floral Design, helping to move flowers for events. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Deschutes Investment Consulting, LLC
Empirical Wealth Management
Cambridge Investment Research, INC.Broker
Blue Water Wealth
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations1 state
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