Tod Arbutina is a CFP, PFS-designated registered investment advisor at Three Cord True Wealth Management, LLC, based in Beaver, PA, with 28 years of industry experience. Tod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 584 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Annual advisory fees range from 0.70% to 1.30% of assets under management and are negotiable. Manager Access Select program charges an LPL program fee of up to 0.35% and an advisor fee of up to 2.50%.
Fee Estimator
Location
535 Third Street, Beaver, PA, 15009
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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.
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Tod is involved in several real estate rental businesses and entities, including Third Street Renaissance LP, Third Street Beaver Associates, LLC, and Dutch Ridge Associates LP. He also dedicates nearly full-time hours to Three Cord True Wealth Management, LLC, an independent investment advisor firm, and spends a few hours per week on Three Cord True Wealth Tax Solutions LLC and CA Properties. Tod also has a software development project called Sanctuary.
Employment History
Current Registrations
Three Cord True Wealth Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Commonwealth Equity Services, 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.
Exams
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