Todd Brundage is a CFP, ChFC-designated registered investment advisor at Pacific Capital Works, INC., based in Portland, OR, with 16 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Cross-Border Planning, and 9 more. Their firm serves 22 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.25% |
| $400K - $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Rates reflect the standard Investment Management schedule. Elite Wealth Management and Virtual Family Office packages have higher minimum quarterly fees and different initial asset inclusions.
Fee Estimator
Contact
Todd Brundage
Location
Portland, OR
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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 →Other Business Activities
Todd is the full-time owner, investment advisor representative, and president of Pacific Capital Works, Inc., a registered investment advisor in Portland, Oregon, since 2009. The majority of Todd's time is dedicated to this business.
Employment History
Current Registrations
Pacific Capital Works, INC.
Previous Registrations
Meriwether Family Office, LLC
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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