Todd Lunsford
Todd Lunsford is a registered investment advisor at International Private Wealth Advisors LLC, based in San Diego, CA, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 389 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPWA charges an annual investment advisory fee ranging from 0.50% to 1.00% of your portfolio. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with IPWA. Fees may be negotiable. IPWA may recommend AE Wealth Management, LLC or Axxcess Wealth Management, LLC as platform providers.
Location
3160 Camino Del Rio South, Ste 313, San Diego, CA, 92108
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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 ActivitiesSells Insurance
Todd works as an insurance agent since 2003, selling accident & health, casualty, life, property, and variable life and annuity insurance. This activity takes about 10-20% of his time.
Employment History
Current Registrations
International Private Wealth Advisors LLC
Previous Registrations
Axxcess Wealth Management, LLC
Mgo Private Wealth, LLC
Legacy Private Client Group, INC.
Sagent Wealth Management
UBS Financial Services INC.
American Express Financial Advisors, INC.
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.