Todd Douma
Todd Douma is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Scottsdale, AZ, with 25 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
15333 N Pima Rd, Suite 200, Scottsdale, AZ, 85260
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Regulatory History (1)
Customer Dispute
May 2001Other Business ActivitiesSells Insurance
Todd is licensed with the Arizona Department of Insurance and may be appointed with several insurance companies, providing fixed insurance products and employee benefits consulting, dedicating minimal time to these activities. He is also a board member of Buena Vista Health & Recovery, LLC and an advisory board member of Beacon Partners Fund, spending a few hours per week and minimal time respectively, without compensation.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Northcoast Asset Management LLC
Previous Registrations
Kovitz Investment Group Partners, LLC
Tmd Wealth Management
One Charles Private Wealth
Tmd & Associates, INC.
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.