Todd Onda is a registered investment advisor at B. Riley Wealth Advisors, INC., based in Mentor, OH, with 27 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 17,372 clients with $7B in assets under management.
Compensation
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Fee Structure
B. Riley Wealth Advisors offers investment management through various programs. The Advisor-as-Portfolio Manager (APM) program allows your advisor to manage your account, potentially using outside managers. You'll pay an annual fee based on the value of your portfolio, which is negotiable up to a maximum. Transaction fees may be included or billed separately.
Third-Party Managed Programs are also available, utilizing the Envestnet platform. These programs also charge an annual fee based on the value of your portfolio, not exceeding 2.75%, which is negotiable. These programs may also be wrap fee programs.
Other third-party managed programs are available through Brinker, SEI, and AssetMark, with minimums starting at $500,000 for Brinker.
Location
Mentor, OH
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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.
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Current Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
Previous Registrations
National Securities CorporationBroker
B Riley Wealth Management
RBC Capital Markets CorporationBroker
RBC Capital Markets Corporation
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Raymond James & Associates, INC.Broker
Roney & CO.Broker
Roney & CO. L.L.C.Broker
State Registrations1 state
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