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Lori A. Dodson And Associates, LLC (Nashville)


Lori A. Dodson And Associates, LLC is a large advisory firm based in Nashville. It manages $36.24 million of regulatory assets for 189 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama and Tennessee.

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Lori A. Dodson And Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lori A. Dodson And Associates: assets under management

The assets under management (AUM) of Lori A. Dodson And Associates, LLC is $36.24 million. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.83 million in discretionary accounts and $8.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175.03 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $280.42 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lori A. Dodson And Associates, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Nashville

The principal office where Lori A. Dodson And Associates, LLC performs its advisory services is located at 2505 21 St Avenue South, Nashville, TN 37212, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-242-3808 or by fax 615-242-2627. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.loridodson.com.


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