RT

Ryan Nelson Todd

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
512 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$961.8M

Fee Structure

Financial Plan Fee:From $2,500
Hourly Rate:$100 - $300/hr

Lake Street charges an annual management fee, up to 2% of assets under management, for discretionary investment management services. For non-investment management clients or those needing disproportionate consulting, hourly or fixed fees are agreed upon. Financial consulting fees start at $2,500 on a fixed fee basis, then $100-$300 hourly. For assets under advisement (non-discretionary), fees are up to 1.5% annually.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

128 N. May Street, Floor 2, Chicago, IL, 60607

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Lake Street
October 2020 - Present · 5 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - October 2020 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2015 - October 2020 · 5 yrs 5 mos
Northwestern Mutual Investment Services, LLC Broker
July 2004 - May 2015 · 10 yrs 10 mos
Bryant Park Capital, INC.Broker
August 2003 - December 2003 · 4 mos
Charles Schwab & Co., INC. Broker
July 1999 - December 2002 · 3 yrs 5 mos
Simmers Capital Management CorporationBroker
July 1997 - September 1997 · 2 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.