Todd Johnston
Todd Johnston is a registered investment advisor at 1620 Investment Advisors, INC., based in Plymouth, MA, with 23 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 224 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1620 Investment Advisors charges a percentage of your portfolio's value each quarter. The annual rate varies depending on the type of account (Balanced or Fixed Income) and the amount you invest.
Balanced Accounts:
- $0 to $2,999,999: 0.75%
- $3,000,000 to $9,999,999: 0.65%
- $10,000,000 to $19,999,999: 0.55%
- $20,000,000 and over: 0.50%
Fixed Income Accounts:
- $0 to $2,999,999: 0.40%
- $3,000,000 to $9,999,999: 0.35%
- $10,000,000 to $19,999,999: 0.30%
- $20,000,000 and over: 0.25%
There is a minimum relationship size of $225,000.
Location
36 Cordage Park Circle, Suite 217, Plymouth, MA, 02360
Get directionsHistory
Regulatory History (1)
Regulatory
November 2015Employment History
Current Registrations
1620 Investment Advisors, INC.
Previous Registrations
1620 Investment Advisors, INC.
Invesco Services, INC.Broker
Invesco Distributors, INC.Broker
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.