Todd Greenberg
Todd Greenberg is a CFP-designated registered investment advisor at Lowell Road Asset Management, INC., based in Manhasset, NY, with 15 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, High Net Worth, Investment Management. Their firm serves 121 clients with $50M 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 | 1.50% |
| $500K+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1295 Northern Boulevard, Suite 24, Manhasset, NY, 11030
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 Activities
Todd is a principal at Bridgeway Legal Funding, where he is involved in strategic planning. This non-investment related activity takes a significant amount of Todd's time, about half his time, but does not occur during trading hours.
Employment History
Current Registrations
Lowell Road Asset Management, INC.
Previous Registrations
Lowell Road Asset Management, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
State Registrations1 state
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.