TrueAdvisor
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CFP
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CFP

Todd Redd

Mariner
31 Years of Experience
Knoxville, TN
View SEC Summary
View SEC Summary

Todd Redd is a CFP-designated registered investment advisor at Mariner, based in Knoxville, TN, 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B in assets under management.

Mariner
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
981 advisors
Number of Clients
55,512 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$125.4B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.60%

Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

123 Center Park Drive, Suite 209, Knoxville, TN, 37922

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History

Regulatory History
Clean regulatory record

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
October 2022 - Present · 4 yrs
Previous Registrations
Sageview Private Client Group, LLC
March 2016 - July 2022 · 6 yrs 4 mos
Sageview Private Client Group, LLC
August 2013 - December 2015 · 2 yrs 4 mos
Sageview Advisory Group, LLC
February 2013 - July 2022 · 9 yrs 5 mos
Cetera Advisor Networks LLCBroker
February 2013 - July 2022 · 9 yrs 5 mos
Cetera Advisor Networks LLC
January 2013 - July 2022 · 9 yrs 6 mos
Woodbury Financial Services, INC.
September 2010 - April 2011 · 7 mos
Woodbury Financial Services, INC.Broker
August 2010 - April 2011 · 8 mos
First Tennessee Advisory Services, INC.
May 2009 - February 2010 · 9 mos
Ftb Advisors, INC.
March 2009 - February 2010 · 11 mos
First Tennessee Brokerage, INC.Broker
March 2009 - February 2010 · 11 mos
Suntrust Investment Services, INC.
January 2009 - March 2009 · 2 mos
Suntrust Investment Services, INC.Broker
January 2009 - March 2009 · 2 mos
Financial Network Investment CorporationBroker
July 2008 - January 2009 · 6 mos
Ftb Advisors, INC.
March 2004 - July 2008 · 4 yrs 4 mos
First Tennessee Brokerage, INC.Broker
December 1999 - July 2008 · 8 yrs 7 mos
Liberty Securities CorporationBroker
August 1998 - August 1998 · 0 mos
Wachovia Securities, INC.Broker
July 1998 - November 1999 · 1 yr 4 mos
Independent Financial Securities, INC.Broker
September 1996 - August 1998 · 1 yr 11 mos
Southtrust Securities, INC.Broker
April 1996 - July 1998 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
February 1995 - May 1996 · 1 yr 3 mos
Smith Barney INC.Broker
July 1993 - September 1994 · 1 yr 2 mos
Lehman Brothers INC.Broker
August 1992 - July 1993 · 11 mos
State Registrations1 state
TN
Advisor

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.

Exams
No exam information available for this advisor.
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