Todd Seymour
Todd Seymour is a registered investment advisor at Personalized Financial Solutions LLC, based in Clearwater, FL, with 11 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management. Their firm serves 144 clients with $140M 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 | 2.00% |
Investment advisory fees range from 0.50% to 2.00% annually. Fees may be negotiable.
Fee Estimator
Location
28163 Us Highway 19 North, Suite 205, Clearwater, FL, 33761
Get directionsHistory
Regulatory History (2)
Regulatory
November 2022Employment Separation After Allegations
November 2020Other Business ActivitiesSells Insurance
Todd is an Enrolled Agent/Tax Preparer at Tax and Trust Management Services, LLC, dedicating about 10-20% of his time. He is also a licensed insurance professional, spending minimal time on this activity.
Employment History
Current Registrations
Personalized Financial Solutions LLC
Previous Registrations
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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.