Todd Fischer
Todd Fischer is a CFP-designated registered investment advisor at Citizens Securities, INC., based in Milford, NH, 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 High Net Worth, Investment Management. Their firm serves 53,044 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Citizens Securities offers investment management through its Managed Account Program. The fees vary depending on the specific program selected.
The maximum annual rate for Citizens Securities' component of the fee is 2.00%. The total fee covers asset allocation recommendations, manager research, brokerage, custody, performance reports, and administrative services. Third-party manager fees typically range from 0.02% to 0.50%.
Fees are negotiable under some circumstances, such as the type and size of the client account and the range of services provided.
For Connect accounts, there is a minimum investment of $2,000.
Location
173 Elm Street, Ms: Nh477, Milford, NH, 03055
Get directionsHistory
Regulatory History (8)
Customer Dispute
October 2017Customer Dispute
March 2017Customer Dispute
September 2010Customer Dispute
April 2009Customer Dispute
November 2008Customer Dispute
February 2006Customer Dispute
February 2006Customer Dispute
December 2005Other Business Activities
Todd is the trustee for The Jitterbug Irr Trust, scheduling rentals and upkeep for a summer cottage. This activity is not investment-related.
Employment History
Current Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Nylife Securities INC.Broker
Ascend Financial Services, INC.Broker
Signator Investors, INC.Broker
State Registrations14 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.