Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Investment management fees are charged quarterly, in advance, based on the market value of assets managed. The annual advisory fee is 1.50% for the first $500,000, 1.25% for assets between $500,001 and $1,000,000, and 1.00% for assets between $1,000,001 and $3,000,000. Fees for assets over $3,000,000 are negotiable. Retirement/pension plan consulting fees are negotiated on a case-by-case basis and can range up to 1.00% of plan assets.
Areas of Practice
Advisor Information
Office location
9500 Brooktree Road, Suite 102, Wexford, PA, 15090
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Todd has several business activities, including a shell account for tax reporting, tax preparation/accounting/bookkeeping (about 10-20% of his time), and serving as a BD Registered Rep with LPL Financial (full-time). He also provides investment advisory services through Key Wealth Management Inc, dedicating about a quarter of his time.