Todd Manning
Todd Manning is a registered investment advisor at LPL Enterprise, LLC, based in Fort Mill, SC, with 11 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
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LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
1055 Lpl Way, Fort Mill, SC, 29715
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Regulatory History (4)
Judgment / Lien
February 2024Financial
February 2021Financial
May 2020Financial
March 2020Other Business ActivitiesSells Insurance
Todd is the president and owner of Your Niche Media LLC, an advertising agency, dedicating about a quarter of his time to account management. He also runs golf tournaments as a chapter owner of Ned Golf LLC for about 10-20% of his time and handles life insurance and annuities for his wife's Farmers Insurance agency for about 10-20% of his time.