Tod Lenhoff
Tod Lenhoff is a registered investment advisor at Wealth Compass Financial, INC., based in Carlsbad, CA, with 26 years of industry experience. Tod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 226 clients with $110M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
5860 Owens Ave #150, Carlsbad, CA, 92008
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2019Other Business ActivitiesSells Insurance
Tod is the President of Lenhoff Senior Planning, Inc. DBA Lenhoff Insurance Services, dedicating about half their time to insurance sales and services. Tod also owns rental properties, requiring a few hours per week for clerical duties, and works as a CPA, preparing fixed income taxes.
Employment History
Current Registrations
Wealth Compass Financial, INC.
Previous Registrations
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLC
Ae Wealth Management, LLC
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
Capital Synergy Partners
Capital Synergy PartnersBroker
Financial West Group
Financial West GroupBroker
Securities America, INC.Broker
Princor Financial Services CorporationBroker
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.