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Todd Wilson is a registered investment advisor at Portola Creek Capital, based in Menlo Park, CA, with 19 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, Retirement Planning. Their firm serves 15 clients with $67M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$66.5M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable. Lower fees for comparable services may be available from other sources.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
80 Willow Road, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History (1)
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Criminal
September 1988Final Disposition
Employment History
Current Registrations
Portola Creek Capital
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Portola Creek Capital
February 2018 - December 2018 · 10 mos
Portola Creek Capital
April 2017 - December 2017 · 8 mos
Grow Capital Management
September 2016 - September 2017 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1999 - January 2009 · 9 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1999 - January 2009 · 10 yrs
State Registrations1 state
CA
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.