Michael Dodge
Michael Dodge is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
934 Pumehana Street, Unit 202B, Honolulu, HI, 96826
Get directionsHistory
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
Michael has several investment-related DBAs for his LPL business and provides investment advisory services through Integrated Wealth Concepts, LLC, spending about a third of his time on these activities. He also owns Kai Supply Inc and KaiZen Energy Solutions Inc, dedicating minimal time to these businesses, and sells non-variable insurance products, spending about a quarter of his time on this.
Employment History
Current Registrations
LPL Financial LLCBroker
Integrated Wealth Concepts LLC
Previous Registrations
Osaic Wealth, INC.Broker
Onedigital Investment Advisors
Triad Advisors LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 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.