Todd Birdwell
Todd Birdwell is a registered investment advisor at Corevision Financial Group, based in Shelbyville, IN, with 33 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 771 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
coreVISION charges an annual fee based on the value of your portfolio, up to 1.75%. The exact fee depends on the complexity of services, the amount of assets managed, and your overall relationship with coreVISION. Fees are paid quarterly in advance. coreVISION may use independent managers, and a portion of your fee will be provided to coreVISION based on their agreement.
Location
2177 Intelliplex Dr. Ste 201, Shelbyville, IN, 46176
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business Activities
Todd acts as a trustee of his parents' charitable trust and operates his LPL business through Paradigm Wealth Partners. He is also affiliated with Independent Advisor Alliance and Birdman LLC, dedicating about a quarter of his time to these investment-related activities.
Employment History
Current Registrations
Corevision Financial Group
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
LPL Financial LLC
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations7 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.