Todd Smith
Todd Smith is a CFP, ChFC-designated registered investment advisor at Lifeworks Advisors, LLC, based in Grand Rapids, MI, 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 Investment Management, Retirement Planning. Their firm serves 1,479 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifeworks Advisors charges a percentage of your portfolio each year, up to 1.50%. This fee is paid monthly in advance and is based on the value of your account at the end of the prior month. The fee is negotiable and takes into consideration the total amount of assets Lifeworks manages for you. This fee includes the cost of securities transactions, custodial costs, and administrative fees.
Location
4095 Park East Ct., Ste. C, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (1)
Criminal
June 2004Other Business ActivitiesSells Insurance
Todd is a licensed insurance agent, spending minimal time on insurance sales and product recommendations. He is also President and CEO of Level 5 Family Office, LLC and Level 5 Growth Strategies, LLC, dedicating a few hours per week to financial planning and risk management. Additionally, Todd is a board member and treasurer for Unity Spiritual Center of the Rockies, spending minimal time providing financial and business consulting advice.
Employment History
Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
Level 5 Financial, LLC
Advisers Investment Management, INC.
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
Prudential Securities IncorporatedBroker
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.