Todd Redd is a CFP-designated registered investment advisor at Mariner Wealth, based in Knoxville, TN, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
123 Center Park Drive, Suite 209, Knoxville, TN, 37922
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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 →Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Sageview Private Client Group, LLC
Sageview Private Client Group, LLC
Sageview Advisory Group, LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
First Tennessee Advisory Services, INC.
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Financial Network Investment CorporationBroker
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
Liberty Securities CorporationBroker
Wachovia Securities, INC.Broker
Independent Financial Securities, INC.Broker
Southtrust Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations1 state
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