Todd Walker is a registered investment advisor at Strategic Blueprint, LLC, based in Greensboro, NC, with 29 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,742 clients with $2.7B 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 | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable. These are the maximum fees for the All-Inclusive program. Non-Inclusive program fees are slightly lower. The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value.
Fee Estimator
Location
603 Dolley Madison Road, Suite 200, Greensboro, NC, 27410
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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 is an officer at Gencrest Capital Partners, dedicating nearly full-time hours to this role. He spends the same amount of time on this activity during securities trading hours.
Employment History
Current Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance, INC.Broker
Previous Registrations
The Strategic Financial Alliance
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
State Registrations5 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.