How Does the Advisor Help Clients – Key Takeaways:
When it comes to personal finance, having the right guidance and expertise can make all the difference. That’s where Todd Wealth Management LLC comes in. As a trusted financial services firm, Todd Wealth Management LLC provides expert support and assistance to individuals and families looking to reach their financial goals. Here are some key takeaways on how this firm helps their clients achieve financial success:
- Expert financial advice and guidance
- Customized financial plans tailored to individual needs
- Comprehensive range of financial services
- Dedication to putting clients’ interests first
- Proactive approach to financial management
Facts and Insights
With a strong focus on personalized client care and deep knowledge of the financial industry, Todd Wealth Management LLC has established a solid reputation in the field. Their team of professionals brings extensive experience and expertise to the table, ensuring that their clients’ financial needs are met with the highest level of care and attention. To give you a better understanding of the firm, here are some key insights and facts about Todd Wealth Management LLC:
- Founded in 2005
- Over $500 million in assets under management
- Team of 15 experienced financial advisors
- Over 15 years of experience in the financial industry
- Serves clients nationwide
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $100 | 5 |
| 2007 | $200 | 8 |
| 2010 | $300 | 10 |
| 2015 | $400 | 12 |
| 2020 | $500 | 15 |
Financial Services Offered
Todd Wealth Management LLC offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Retirement planning
- Investment management services
- Estate planning
- Tax planning
- Insurance solutions
- College savings planning
- Business succession planning
- Wealth transfer strategies
Client Types
Todd Wealth Management LLC works with a diverse group of clients, ranging from individuals and families to businesses and institutions. They have the expertise to address the unique financial situations of their clients and provide tailored solutions to meet their specific needs. Whether you are planning for retirement or need help with managing your investments, Todd Wealth Management LLC has the skills and experience to help you achieve financial success.
Fees & Compensation
Todd Wealth Management LLC believes in transparency when it comes to their fees and compensation. They work on a fee-only basis, which means they do not receive commissions or other compensation for recommending specific products or services. This allows their advisors to provide unbiased recommendations in the best interests of their clients. The firm’s fees are based on a percentage of assets under management, making it a fair and easily understood fee structure.
Background
Todd Wealth Management LLC was founded in 2005 by John Todd, a seasoned financial advisor with over 20 years of experience in the industry. After seeing the lack of personalized and comprehensive financial services for clients, John set out to create a firm that would prioritize the needs and goals of their clients above all else. Today, the firm is recognized for its dedication to client care and commitment to helping individuals and families achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, it is important for Todd Wealth Management LLC to disclose any potential conflicts of interest to their clients. These disclosures can include any outside business activities, personal investments, or other interests that may conflict with the advice provided to clients. Additionally, the firm is required to