Bonnie Dodson
Bonnie Dodson is a CFP-designated registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 44 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2005Customer Dispute
June 1991Other Business ActivitiesSells Insurance
Bonnie has been an insurance agent for life insurance and variable insurance products since 1994. This activity requires a few hours per week, including time during trading hours.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
Commvest Securities,inc.Broker
Alan Bush Brokerage COBroker
Reynolds Securities, INC.Broker
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.