Todd Gerdes-Zertuche
Todd Gerdes-Zertuche is a registered investment advisor at LPL Financial LLC, based in Maricopa, 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Maricopa, AZ
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Regulatory History (1)
Customer Dispute
September 2003Other Business Activities
Todd is a Certified Public Accountant at Gerdes Financial LLC, offering tax preparation and accounting services since 2014. This investment-related activity takes about half of Todd's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations8 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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- Scott Tasell, CFPEdward Jones