Todd Sturman
Todd Sturman is a CFP-designated registered investment advisor at Sturman Wealth Advisors, based in Charlottesville, VA, with 25 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 91 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sturman Wealth charges a fee based on the value of your portfolio, up to 1.75% annually. The exact fee depends on the complexity of your situation, the amount of assets they manage, and your overall relationship with them. Fees are billed monthly or quarterly in advance. This fee does not include brokerage or custody fees.
Location
404 People Place, Suite 404, Charlottesville, VA, 22911
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2012Employment History
Current Registrations
Sturman Wealth Advisors
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Elizabeth H. Kross DBA Harbor Investment Group
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Mfs Fund Distributors, INC.Broker
State Registrations2 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.