Todd Downing
Todd Downing is a ChFC-designated registered investment advisor at Financial Counsel, LLC, based in Surprise, AZ, with 13 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 112 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Counsel manages investment portfolios through programs with SEI Investment Management Corporation. The maximum management fee charged to clients will not exceed 1.50%. This fee does not include custodian fees or internal mutual fund expenses. Financial Counsel also provides asset allocation services for 529 plan accounts through American Funds as a professional courtesy without charge.
Location
Surprise, AZ
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Regulatory 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 has been a licensed insurance agent since 1987, appointed with various life, health, and disability insurance companies. Todd dedicates a few hours per week to these investment-related insurance sales activities.
Employment History
Current Registrations
Financial Counsel, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.