Todd Kurzhal
Todd Kurzhal is a registered investment advisor at Lanark Financial, INC., based in Priceville, AL, with 36 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 3,576 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees generally range from 0.50% to 2.50% annually based on the investment manager selected, portfolio size, and complexity. Fees are negotiable.
Fee Estimator
Location
496 Highway 67 South, Suite C, Priceville, AL, 35603
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Employment History
Current Registrations
Lanark Financial, INC.
Lanark Financial, INC.Broker
Previous Registrations
Amsouth Investment Services, INC.Broker
Laughlin Group Advisors, INC.Broker
Marketing One Securities, INC.Broker
State Registrations20 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.