Todd Allen
Todd Allen is a ChFC-designated registered investment advisor at Provisor Asset Management LLC, based in Bluffton, SC, with 24 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $3.2M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
These fees are for accounts on the AssetMark Platform. For accounts managed through SEI Investments Management Corp, the annual advisory fee is 1.00%, which may be negotiable. In addition to Provisor's fees, SEI charges its own fees ranging from 0.55% to 1.15% depending on the program.
Fee Estimator
Location
110 Traders Cross, Suite 115, Bluffton, SC, 29909
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Todd is a sole proprietor and insurance agent selling fixed insurance since 1992, dedicating nearly full-time hours. He also works as an insurance agent through Provisor, LLC since 2018, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Provisor Asset Management LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
MML Investors Services, INC.Broker
State Registrations2 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.