Todd Ackermann
Todd Ackermann is a registered investment advisor at Stewardship Trust Advisors, based in Grandville, 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 Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 252 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
STA's investment management fees are based on a percentage of the value of your portfolio or a flat fee, ranging from 0.5% to 1.5% annually. Fees are negotiable depending on the size and complexity of your account. Fees are deducted from your account quarterly. Some clients may pay legacy fees that differ from the standard fee schedule.
Location
3411 Wilson Avenue Sw, Grandville, MI, 49418
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is an Investment Advisory Representative with Pilgrims Capital Advisors since June 2023. He is also a licensed insurance agent and spends about 10-20% of his time offering insurance to clients.
Employment History
Current Registrations
Stewardship Trust Advisors
Previous Registrations
Stewardship Advisory Group, LLC
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Proequities, INC.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Gna Securities, INC.Broker
State Registrations2 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.