Todd Patton
Todd Patton is a registered investment advisor at Strategic Advisers LLC, based in Morristown, NJ, with 27 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
35 Morris Street, Morristown, NJ, 07960-3919
Get directionsHistory
Regulatory History (1)
Financial
March 2021Other Business Activities
Todd is the VP of Baseball for the Ridgewood Baseball and Softball Association. He dedicates about 10-20% of his time to this role.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Alliancebernstein Investments, INC.Broker
Sanford C. Bernstein & CO., LLCBroker
Sanford C. Bernstein & CO., INC.Broker
Dean Witter Reynolds 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.