Todd Quinn is a registered investment advisor at Arista Wealth Management, LLC, based in Draper, UT, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 530 clients with $1.2B 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 | 2.00% |
Management fee varies by client based on services provided and does not exceed 2.0% per annum. All fee arrangements are negotiable. Subject to a minimum annual fee of $5,000.
Fee Estimator
Location
11845 South 700 East, Ste. 201, Draper, UT, 84020
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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
Arista Wealth Management, LLC
Previous Registrations
Maddix Holdings
Axxcess Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northern Trust Securities, INC.Broker
Silverstone Wealth Management, LLC
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Credit Suisse First Boston
Credit Suisse First Boston LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations2 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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