Todd Smith
Todd Smith is a registered investment advisor at Silicon Valley Wealth Management Solutions, INC., based in San Jose, CA, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 332 clients with $43M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees negotiable for accounts over $20 million.
Fee Estimator
Location
6050 Hellyer Ave Suite 150, San Jose, CA, 95138
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 ActivitiesSells Insurance
Todd is an insurance agent selling life insurance, health insurance, and annuities. This activity takes minimal time.
Employment History
Current Registrations
Silicon Valley Wealth Management Solutions, INC.
Previous Registrations
Silicon Valley Wealth Management Solutions, INC.
Asset Strategies & Management INC
Eplanning Advisors INC
H.D. Vest Advisory Services, INC
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.