Clayton Dodd is a registered investment advisor at 364 Investing, LLC, based in Northport, AL, with 2 years of industry experience. Clayton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 83 clients with $2.2M 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 | 2.00% |
Qualified clients pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
Northport, AL
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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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Clayton works for The Alabama Department of Transportation as a Quality Control Assistant.
Employment History
Current Registrations
364 Investing, LLC
State Registrations2 states
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