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Todd Hoeder
27 Years of Experience
Scottsdale, AZ
1 DisclosureBroker
Todd Hoeder is a registered investment advisor at Charles Schwab & CO., INC., based in Scottsdale, AZ, with 27 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
20301 North Hayden Road, Suite E115, Scottsdale, AZ, 85255-5454
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2007Closed-No Action
Employment History
Current Registrations
Charles Schwab & CO., INC.
June 2008 - Present · 18 yrs 4 mos
Charles Schwab & CO., INC.Broker
July 2000 - Present · 26 yrs 3 mos
Previous Registrations
Salomon Smith Barney INC.Broker
September 1998 - March 2000 · 1 yr 6 mos
State Registrations26 states
AZCACOFLGAHIILKSLAMDMNMONCNDNJNVNYORPATNTXUTVAWAWIWY
AdvisorBrokerBoth
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
No exam information available for this advisor.
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