Todd Donofrio
Todd Donofrio is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 27 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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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 ActivitiesSells Insurance
Todd owns Comprehensive Fitness, dedicating a few hours per week to personal fitness training. He also owns rental real estate property and manages contractors for an office complex, spending minimal time on this. Additionally, Todd is an insurance agent selling fixed and equity index annuities and also does tax preparation.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Freedom Advisors Tax and Financial Planning
Royal Alliance Associates, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations4 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.