Todd Wulfson is a CFA-designated registered investment advisor at Rock Point Advisors, LLC, based in Burlington, VT, with 27 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. Their firm serves 244 clients with $560M 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 $500K | 1.20% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
Historical client relationships may be subject to a different fee schedule. Fees may be negotiable.
Fee Estimator
Location
77 College Street, 4th Floor, Burlington, VT, 05401-4014
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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 →Employment History
Current Registrations
Rock Point Advisors, LLC
Previous Registrations
Fraser Management Associates, INC.
State Registrations3 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.