Todd Wirick
Todd Wirick is a registered investment advisor at Prosperity Wealth Management, INC., based in Sylvania, OH, with 31 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M 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 | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
5800 Monroe St., Building C, Suite 102, Sylvania, OH, 43560
Get directionsHistory
Regulatory History (5)
Regulatory
March 2012Regulatory
August 2011Regulatory
July 2010Employment Separation After Allegations
March 2009Customer Dispute
October 2005Other Business Activities
Todd is the President, Owner, and Sole Shareholder of Financial Visions, a marketing company, dedicating full-time hours to it and investment sales. He also serves as a trustee for the Paul & Karen Stressen Irrevocable Life Insurance Trust, spending minimal time on it.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
J.W. Cole Financial, INC.Broker
The O.N. Equity Sales CompanyBroker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations14 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.