Meghan Dodge is a CFP-designated registered investment advisor at Opinicus, based in Tampa, FL, with 1 years of industry experience. Meghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 257 clients with $300M 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 $10.0M | 0.68% |
| $10M+ | 0.40% |
Must also purchase a financial plan. Fees are negotiable.
Fee Estimator
Location
3014 West Palmira Ave, Ste. 201, Tampa, FL, 33629
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Opinicus
State Registrations1 state
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