Todd Battaglia
Todd Battaglia is a registered investment advisor at Mg&a Wealth, based in Plantation, FL, with 34 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 662 clients with $800M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Older client relationships may be subject to different fee schedules. Additionally, assets in the Private Investments (PI) Program are charged an annual fee of 1.00%.
Fee Estimator
Location
8151 Peters Road, Suite 3200, Plantation, FL, 33324
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2011Other Business ActivitiesSells Insurance
Todd receives trail commissions from previously written insurance policies through Bidwell Green Insurance Services, and recommends insurance products to Gelbwaks Insurance Agency, dedicating minimal time to each. He also owns MG&A Wealth, providing investment and financial planning advice, and is an investment committee member for Women of Tomorrow.
Employment History
Current Registrations
Mg&a Wealth
Stonex Securities INC.Broker
Stonex Securities INC.
Previous Registrations
Mg&a Wealth Pr LLC
Royal Alliance Associates, INC.
Meg Green & Associates, INC.
Royal Alliance Associates, INC.Broker
Mcdonald Investments INC.Broker
Essex Capital Markets, INC.Broker
U S G M Securities, INC.Broker
State Registrations36 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.