Todd Knickerbocker
Todd Knickerbocker is a registered investment advisor at Stonebrook Private LLC, based in Northville, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 596 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonebrook Private offers investment management as part of its wealth management services. The annual fee for the Stonebrook Private Wrap Fee Program can be up to 1.25% of your portfolio, depending on the complexity of your situation and the amount you invest. There is a $7,500 minimum annual fee per household, but Stonebrook may waive this. Stonebrook may also recommend Betterment Institutional, a robo-advisor, for investment portfolios. Betterment charges a separate fee in addition to Stonebrook's fee.
Location
182 E Main Street, Northville, MI, 48167
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Regulatory History (1)
Customer Dispute
November 2001Other Business Activities
Todd is an investor in Lakehouse Ventures Partners, a private equity firm, since 2021. He dedicates minimal time to this activity as a limited partner.
Employment History
Current Registrations
Stonebrook Private LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 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.