Todd Koyama
Todd Koyama is a CFP-designated registered investment advisor at Stewardship Concepts Financial Services LLC, based in Spokane, WA, with 16 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 247 clients with $170M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable. A 25% discount off the base fee is offered for family members and friends, and for non-profit organizations. A minimum investment management fee of $750 per quarter applies.
Fee Estimator
Location
202 E Spokane Falls Blvd, STE 201, Spokane, WA, 99201
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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 →Employment History
Current Registrations
Stewardship Concepts Financial Services LLC
Previous Registrations
Selkirk Wealth Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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