Todd Ingwersen
Todd Ingwersen is a CFP-designated registered investment advisor at Savior Wealth, based in Wellesley, MA, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management. Their firm serves 248 clients with $110M 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 | 2.50% |
| $5.0M - $10.0M | 2.00% |
| $10M+ | 1.50% |
Advisory fees are negotiable and Savior Wealth may determine to waive or reduce its fee for any reason.
Fee Estimator
Location
40 Washington Street, Suite 210, Wellesley, MA, 02481
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2025Other Business ActivitiesSells Insurance
Todd is involved in real estate through Riley Development (since 2005) and rental properties (since 2008), spending minimal time on these activities. He also works as an independent insurance agent since 1997, dedicating a few hours per week.
Employment History
Current Registrations
Savior Wealth
Previous Registrations
The Harvest Group
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
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.