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Todd Chamberlain

Masters Legacy Planning
23 Years of Experience
Linwood, NJ
Sells Insurance
View SEC Summary
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Todd Chamberlain is a registered investment advisor at Masters Legacy Planning, based in Linwood, NJ, with 23 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 146 clients with $250M in assets under management.

Masters Legacy Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
146 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$248.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are generally negotiable up to a maximum annual rate of 1.25%. Alternative programs like the American Funds Model Portfolios have a maximum fee of 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

650 New Road, Suite B, Linwood, NJ, 08221

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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.

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Other Business ActivitiesSells Insurance

Todd is the owner of Chamberlain Financial Services, Inc. and sells fixed insurance. He also has ownership or management roles in several LLCs involved in solar energy, real estate, food and beverage, and boat management.

Employment History
Current Registrations
Masters Legacy Planning
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Commonwealth Financial Network
October 2005 - October 2018 · 13 yrs
Masters Legacy Planning, INC.
November 2002 - June 2016 · 13 yrs 7 mos
Chamberlain Financial Services, INC.
November 2002 - November 2003 · 1 yr
State Registrations1 state
NJ
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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