Todd Engelhardt
Todd Engelhardt is a registered investment advisor at F L Putnam Investment Management CO., based in Providence, RI, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,563 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
100 Westminster Street, 10th Floor Suite 1004, Providence, RI, 02903
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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 →Employment History
Current Registrations
F L Putnam Investment Management CO.
Previous Registrations
Cumberland Advisors
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Ftam Funds Distributor, INC.Broker
Eagle Fund Distributors, INC.Broker
Heritage Asset Management INC
Raymond James & Associates, INC.Broker
C. L. King & Associates, INC.Broker
Fis Securities, INC.Broker
Manning & Napier Investor Services, INC.Broker
Fis Securities, INC.Broker
Shearson Lehman Brothers INC.Broker
State Registrations1 state
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