Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LeafHouse's fees for investment advisory services range from 0.25% to 2.00% of assets under management, depending on portfolio size, complexity, and other factors. Model program fees range from 0.15% to 0.35%. ERISA retirement plan fiduciary services range from 0.05% to 0.75% or a flat fee between $500 and $200,000. RetireGuide and CIT management fees range from 0.03% to 0.40% or a flat fee between $500 and $200,000. Financial planning fees are negotiated, typically ranging from $500 to $10,000. Hourly fees are $200-$400/hour. Fees are negotiable and depend on various factors.
Areas of Practice
Advisor Information
Office location
6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX, 78730
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.
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Todd is the president of Leafhouse Financial Group, LLC, Leafhouse Financial Advisors, LLC, Leafhouse Financial Services, LLC, and Leafhouse Educational Advisory Council. He also serves as the managing member of Pluto Effect, LLC, which owns 55% of the Leafhouse Fintech Fund GP LLC.