Justin Dodson
Justin Dodson is a registered investment advisor at Mcguire Capital Advisors, INC., based in Bethany, OK, with 1 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,184 clients with $120M 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 $2.0M | 2.00% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
Fees may be negotiable based on various factors. McGuire Capital also has a co-advisor relationship with Gradient Investments, LLC. The client's fee for these services will be based on a percentage of assets under management as follows: Fee Schedule for Strategic Portfolios, Tactical Portfolios, Allocation & Defined Outcome Portfolios: All Assets: 1.50% Fee Schedule for Preservation Portfolios: All Assets: 1.00% These fees are negotiable and assessed quarterly in arrears.
Fee Estimator
Location
6632 NW 39th Expy, Bethany, OK, 73008-2760
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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
Justin is a licensed insurance producer in Oklahoma since 2020, offering accident & health, life, casualty, and property insurance policies. He dedicates a few hours per week to his insurance business, which he considers investment-related.
Employment History
Current Registrations
Mcguire Capital Advisors, INC.
State Registrations2 states
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