Todd Ockovic
Todd Ockovic is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, 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 Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
161 Washington Street, Floor 11, Suite 1111, Conshohocken, PA, 19428
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Regulatory History (1)
Customer Dispute
July 2016Other Business ActivitiesSells Insurance
Todd is an agent with 1847Financial, selling and servicing life, accident, health, disability, long-term care, and annuity insurance products, dedicating nearly full-time hours to this. He is also a partner in Paladin Partners LLC, an LLC used to pay bills and staff, taking minimal time, and is involved in various roles with Masonic organizations, including committee member and chair positions, also taking minimal time. Todd is also an officer for PML-NAC and a board member for Masonic Village.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations17 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.