Todd Brown
Todd Brown is a registered investment advisor at Peb Capital Management LLC, based in Columbus, OH, with 21 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 169 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PEB Capital's wealth management fees range from 0.50% to 1.50% annually, based on the market value of your investments. Fees are paid monthly, in advance. The fee for the first month is prorated. Fees may be negotiable. Some clients may be offered a fixed-rate fee schedule.
Location
1880 Mackenzie Drive, Suite #100, Columbus, OH, 43220
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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 →Other Business ActivitiesSells Insurance
Todd is an owner/partner at PEB Capital Management, providing investment advice to clients on a fee basis, which is a full-time commitment. He also works as an agent selling fixed/traditional insurance products for both Fixed Insurance and PKS Financial, dedicating minimal time to each.
Employment History
Current Registrations
Peb Capital Management LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Fifth Third Securities, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, 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.