TC
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Todd Childers

22 Years of Experience
Lancaster, OH
1 DisclosureSells Insurance

Todd Childers is a registered investment advisor at 4 Star Advisory Services LLC, based in Lancaster, OH, with 22 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 67 clients with $7.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
67 clients
Average Client Portfolio
$114K average
Assets Under Management
$7.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

426 East Main Street, Lancaster, OH, 43130

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2019
Other Business ActivitiesSells Insurance

Todd sells life insurance and fixed annuities through 4 Star Investments, dedicating about 10-20% of his time to this activity. He also prepares tax returns for a fee between February and April.

Employment History
Current Registrations
4 Star Advisory Services LLC
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
Horter Investment Management, LLC
November 2012 - February 2020 · 7 yrs 3 mos
Woodbury Financial Services, INC.
July 2009 - November 2012 · 3 yrs 4 mos
Valmark Advisers, INC.
February 2004 - July 2009 · 5 yrs 5 mos
State Registrations1 state
OH
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.