Walter Todd is a registered investment advisor at Greenwood Capital Associates, LLC, based in Greenville, SC, with 21 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 706 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Greenwood Capital's standard investment advisory fee is 1% of the value of your portfolio. This fee is negotiable based on factors like the amount invested and the complexity of your situation. There is a minimum quarterly fee of $150. For accounts managed on the Pontera platform (held-away assets), a 40% discount is applied to the standard investment advisory fee.
Location
201 West Mcbee Avenue, Suite 300, Greenville, SC, 29601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Greenwood Capital Associates, LLC
Previous Registrations
Greenwood Capital Associates, LLC
State Registrations7 states
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