| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for amounts over $3,000,000.
9500 Brooktree Road, Suite 102, Wexford, PA, 15090
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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 →Todd has several business activities, including a shell account for tax reporting, tax preparation/accounting/bookkeeping (about 10-20% of his time), and serving as a BD Registered Rep with LPL Financial (full-time). He also provides investment advisory services through Key Wealth Management Inc, dedicating about a quarter of his time.