Kyle Dodson
Kyle Dodson is a CFP-designated registered investment advisor at The Advisory Group of San Francisco, LLC, based in San Francisco, CA, with 2 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 3 more. Their firm serves 142 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AGSF offers investment management services to individuals and institutions. The annual fee typically ranges from 0.35% to 1.10% of the value of your portfolio. The standard minimum annual fee for institutional clients is $30,000, or $15,000. For the WealthStep Portfolio program, the annual fee is 0.85% of assets. AGSF requires a minimum asset value of $100,000 for the WealthStep Portfolio program.
Location
44 Montgomery St. Suite 300, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Advisory Group of San Francisco, LLC
Previous Registrations
Truepoint, INC.
State Registrations2 states
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