Theodore Doll
Theodore Doll is a registered investment advisor at Health & Wealth Works LLC, based in Henrico, VA, with 6 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 28 clients with $1.1M 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 $150K | 1.00% |
| $150K+ | 0.75% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or those accounts within the same household.
Fee Estimator
Location
Henrico, VA
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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
Theodore is an independent insurance agent since 2018, selling and servicing insurance products through unaffiliated issuers and agencies. This activity involves about 10-20% of his time each month.
Employment History
Current Registrations
Health & Wealth Works LLC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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.