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Troy White

10 Years of Experience
Oakland, CA

Troy White is a registered investment advisor at Hoodoo, based in Oakland, CA, with 10 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Novice Investors, and 1 more. Their firm serves 21 clients with $650K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$31K average
Assets Under Management
$650K

Fee Structure

Minimum Investment:$500
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.85%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

201 13th Street, #28104, Oakland, CA, 94604

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Troy works full-time as a collateral analyst at the Federal Home Loan Bank of San Francisco since 2012. He analyzes mortgage and MBS collateral used to secure advances.

Employment History
Current Registrations
Hoodoo
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Hoodoo
April 2018 - December 2018 · 8 mos
Waddell & Reed, INC.
August 2007 - January 2010 · 2 yrs 5 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.