Todd Butler is a CFP-designated registered investment advisor at Mariner Independent, based in Manhattan Beach, CA, with 23 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
115 21st Street, Manhattan Beach, CA, 90266
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is the co-founder of 3qual, LLC, which generates specialized license plate ideas, dedicating about 10-20% of his time. He is also the founder and principal of Ocean Path, offering investment advisory services through Mariner Platform Solutions, which occupies nearly all of his time, and he oversees a rental property in Cabo San Lucas, Mexico, spending minimal time on it.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
Ocean Path Advisors, LLC
Adviceperiod, LLC
Wescap Group
Seia
Charles Schwab & CO., INC.
State Registrations2 states
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