Dodds Wealth helps clients build, manage, and protect their wealth. They offer investment management on a discretionary or non-discretionary basis, allocating assets among equities, ETFs, and mutual funds. Financial planning services are included for investment management clients or offered separately for a fixed fee. They also offer estate and tax planning services through partnerships. Dodds Wealth may use sub-advisors to implement investment strategies.
Fee Structure
Dodds Wealth manages investments for a fee based on a percentage of the assets they manage. The maximum annual advisory fee is 1.00%. The specific fee is set forth in your agreement and may vary based on the size of the account, complexity of the portfolio, or extent of activity in the account. Fees are billed quarterly in advance.