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How does the advisor help clients – Key Takeaways:
DODGE WEALTH MANAGEMENT is a highly experienced financial management firm with a team of expert advisors who are dedicated to helping clients achieve their financial goals. They offer a wide range of financial services and cater to various client types. Their compensation structure is transparent and they are committed to putting their clients’ interests first.
Facts and Insights
DODGE WEALTH MANAGEMENT was founded in 1995 and has been in business for over 25 years, gaining a wealth of experience in the financial industry. They have a team of 15 highly qualified advisors who are dedicated to providing top-notch financial guidance to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 25+ years |
Financial Services Offered
DODGE WEALTH MANAGEMENT offers a wide range of financial services to help clients manage their wealth efficiently. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
DODGE WEALTH MANAGEMENT caters to various types of clients, including:
- High net worth individuals
- Families
- Corporate executives
- Small business owners
Fees & Compensation
DODGE WEALTH MANAGEMENT follows a transparent fee structure and is committed to ensuring that their clients’ best interests are always kept in mind. Their fees are based on a percentage of the assets under management and may vary depending on the services and strategies chosen by the client.
Background
DODGE WEALTH MANAGEMENT was founded by John Dodge, a highly experienced financial advisor with over 30 years of experience in the industry. He is dedicated to helping his clients achieve their financial goals and is backed by a team of knowledgeable and skilled advisors.
Financial Advisor Disclosures to Know
As a registered investment advisor, DODGE WEALTH MANAGEMENT is required to disclose certain information to their clients. This includes any conflicts of interest, fees and compensation, and any disciplinary history. It is important for clients to be aware of these disclosures and to ask any questions they may have before entering into a financial relationship with the firm.