Todd Banducci
Todd Banducci is a registered investment advisor at Ameritas Advisory Services, LLC, based in Post Falls, ID, with 32 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.
Fee Estimator
Location
3591 E 3rd Avenue Ste 101, Post Falls, ID, 83854
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2016Other Business ActivitiesSells Insurance
Todd is the President and Owner of Falcon Investments and Insurance, Inc., which involves both insurance and investments, and manages its day-to-day operations. He is also an agent/broker for Capstone Financial Group, focusing on insurance, dedicating about two-thirds of his time to these activities combined.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Cetera Advisors LLCBroker
Pacific West Securities, INC.Broker
Pentad Securities, INC.Broker
State Registrations10 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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