Todd Butler is a CFP-designated registered investment advisor at Ocean Path Advisors, LLC, 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 Investment Management. Their firm serves 196 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Location
115 21st St., Manhattan Beach, CA, 90266
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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 Activities
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
Ocean Path Advisors, LLC
Previous Registrations
Ocean Path Advisors, LLC
Mariner Independent
Adviceperiod, LLC
Wescap Group
Seia
Charles Schwab & CO., INC.
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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