Tod Shoffler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wildwood, NJ, with 29 years of industry experience. Tod is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3301 Pacific Avenue, Wildwood, NJ, 08260
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Regulatory History (1)
Customer Dispute
September 2000Other Business Activities
Tod has a real estate sales license for personal investment use, managing a rental property and selling two properties, dedicating minimal time. He also operates Crest Wealth Management as a DBA for his LPL business, which is a full-time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Fortis Investors, INC.Broker
State Registrations15 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.
Exams
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