Todd Smithpeter is a registered investment advisor at Cedar Mountain Advisors, LLC, based in Lake Oswego, OR, 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, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 890 clients with $1.2B 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees for amounts over $5 million are negotiable. A minimum annual fee of $500 applies.
Fee Estimator
Location
5285 Meadows Rd, Suite 360, Lake Oswego, OR, 97035
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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 Activities
Todd owns Smithpeter Equine Enterprises, LLC, an equine-related business involving training, buying, selling, and breeding horses. This takes about a quarter of his time and does not occur during securities trading hours.
Employment History
Current Registrations
Cedar Mountain Advisors, LLC
Previous Registrations
Securities America, INC.Broker
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Masterplan Advisors, INC.
Unionbanc Investment Services, LLCBroker
Crabbe Huson Securities, 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.
Exams
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