Todd Lensman is a registered investment advisor at Fo Investments, LLC, based in Canton, OH, with 23 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 10 clients with $25M 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 | 0.75% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Location
4571 Stephen Circle, NW, Suite 200, Canton, OH, 44718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is an attorney and owner of Lensman & Associates, a law firm, since 2003, dedicating about half of his time. He is also the president and owner of FOFM LLC, a financial advisory firm, since 1998, spending nearly full-time hours, with about a quarter of his time during security trading hours. Todd is also a director of RP&C Intl, Inc., an investment-related holding company, since 2004, spending minimal time.
Employment History
Current Registrations
Fo Investments, LLC
Previous Registrations
Bellen & Associates, LLC
State Registrations1 state
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