Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
M3A charges hourly rates between $100 and $800, or flat fees from $500 to $100,000 for financial planning and consulting. Fees depend on the complexity of the client's situation and resources used. All fees are negotiable. Supervised persons of M3A receive compensation for selling securities and insurance products through Valmark Securities and affiliated insurance agencies.
Areas of Practice
Advisor Information
Office location
315 Commercial Drive, Suite 4A, Savannah, GA, 31406-3628
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 ActivitiesSells Insurance
Todd is affiliated with multiple insurance companies, including Allianz Life and Blue Cross Blue Shield. He also receives commissions as a P&C agent for new commercial insurance, dedicating minimal time to this activity.