Todd Potter is a registered investment advisor at Greatdane Investment LLC, based in Moline, IL, with 25 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 44 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greatdane Investment's advisory fee ranges from 0.25% to 1.95% per year, based on the average daily market value of your investments during the month. The fee depends on the amount of assets managed, the complexity of your situation, and the overall relationship. Fees are paid monthly at the end of each month. Fees may be negotiable.
Location
Moline, IL
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Regulatory History (1)
Criminal
March 1988Employment History
Current Registrations
Greatdane Investment LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Western International Securities
Morgan Stanley Dw INC.Broker
Morgan Stanley
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
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.