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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 731 clients with $1.8B 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 | 1.00% |
Standard fee is 1% of assets under management. Fees and account minimums are negotiable based on account size and complexity. Accounts managed on the Pontera platform receive a 40% discount on the standard fee. Minimum quarterly fee of $150 applies.
Fee Estimator
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.
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
Greenwood Capital Associates, LLC
Previous Registrations
Greenwood Capital Associates, LLC
State Registrations7 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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