TM
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Todd Muha
36 Years of Experience
Traverse City, MI
1 Disclosure
Todd Muha is a registered investment advisor at Third Coast Securities LLC, based in Traverse City, MI, with 36 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $6.9M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
23 clients
Average Client Portfolio
$302K average
Assets Under Management
$6.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees may be negotiated based on the nature and/or complexity of services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
12935 S West Bay Shore Dr, Suite 145, Traverse City, MI, 49684
Get directionsHistory
Regulatory History (1)
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Criminal
July 2019Final Disposition
Employment History
Current Registrations
Third Coast Securities LLC
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Saxony Capital Management, LLC
April 2013 - October 2019 · 6 yrs 6 mos
Saxony Securities, INC.Broker
April 2013 - October 2019 · 6 yrs 6 mos
Wells Fargo Advisors, LLC
April 2006 - February 2013 · 6 yrs 10 mos
Wells Fargo Advisors, LLCBroker
July 2003 - February 2013 · 9 yrs 7 mos
Prudential Securities IncorporatedBroker
September 1989 - July 2003 · 13 yrs 10 mos
Thomson Mckinnon Securities INC.Broker
August 1988 - September 1989 · 1 yr 1 mo
State Registrations1 state
MI
Advisor
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.
Exams
No exam information available for this advisor.