Tod Utter is a registered investment advisor at I4 Advisors LLC, based in Indianapolis, IN, with 29 years of industry experience. Tod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 5 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
I4 Advisors offers investment management services with fees based on the level of portfolio management activity:
- Silver Level: 1.00% annually
- Gold Level: 1.50% annually
- Platinum Level: 2.00% annually
These fees are negotiable and paid quarterly in arrears.
Location
6905 E. 96th Street, Suite 100, Indianapolis, IN, 46250
Get directionsHistory
Regulatory History (1)
Regulatory
August 2013Other Business Activities
Tod owns Utter & Associates, a personal LLC for tax purposes, dedicating minimal time. He also owns UK CPA Group, a CPA firm providing tax preparation and small business accounting, which takes nearly full-time hours.
Employment History
Current Registrations
I4 Advisors LLC
Previous Registrations
I4 Advisors LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
H.D. Vest Investment Securities, INC.Broker
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.