Todd Burton
Todd Burton is a registered investment advisor at Charles Schwab & CO., INC., based in Woodland Hills, CA, with 19 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
6250 Topanga Canyon Blvd, Suite 1545, Woodland Hills, CA, 91367
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 Activities
Todd is involved with several real estate entities, including Burton Family Enterprises LLC, Weissman Family Revocable Trust, Weissman Family Company Partnership, 642 N HAYWORTH AVE LLC, 648 N HAYWORTH AVE LLC, 3543-3553 6TH AVE LLC, and 909 N OGDEN DR LLC. These activities involve record keeping and being a member or partner, taking about 10-20% of Todd's time.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
B Riley Wealth Management
B. Riley Wealth ManagementBroker
Oppenheimer & CO. INC.Broker
Fidelity Brokerage Services LLCBroker
Wamu Investments, INC.Broker
Janus Distributors, 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.