Todd Heath-Hazlett
Todd Heath-Hazlett is a registered investment advisor at Todd Wealth Management LLC, based in Venice, FL, with 30 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 362 clients with $160M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees above $2,000,000 are negotiable. Client accounts with Crosspoint Capital Management are billed quarterly in arrears for a fee ranging from 0.75% to 0.50% of the account value of the assets under management.
Fee Estimator
Location
249 Nokomis Ave S, Venice, FL, 34285
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2004Customer Dispute
August 1994Other Business ActivitiesSells Insurance
Todd is a licensed insurance agent selling fixed annuities or life insurance, dedicating minimal time to this activity. He is also the president and IAR of First Security Management LLC, managing client portfolios for about 10-20% of his time.
Employment History
Current Registrations
Todd Wealth Management LLC
Previous Registrations
First Security Capital Management LLC
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Brokersxpress LLCBroker
Brokersxpress LLC
Securities America Advisors, INC.
Securities America, INC.Broker
The Codrick Financial Group, INC.Broker
Olde Economie Financial Consultants, LTD.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.