Dodds Wealth, LLC offers personalized investment management and financial planning services to individuals, families, trusts, and estates. The registered investment advisor manages portfolios on both a discretionary and non-discretionary basis, utilizing equities, exchange-traded funds, and mutual funds. In addition to portfolio management, Dodds Wealth provides comprehensive financial planning covering retirement, estate planning, tax strategies, charitable giving, and cash flow management. The firm also offers ongoing financial planning subscription services designed for younger professionals, as well as consulting services for employer-sponsored retirement plans. Dodds Wealth emphasizes a holistic approach, collaborating with clients' other professionals such as Certified Public Accountants and estate attorneys to coordinate wealth-building and preservation strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%. Specific fees may vary based on account size, portfolio complexity, and are negotiable. Financial planning is included at no extra cost for investment management clients.