Todd Gambit is a CFP-designated registered investment advisor at Gambit Asset Management, based in Northbrook, IL, with 9 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 30 clients with $37M 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 | 1.00% |
In limited circumstances and in our sole discretion, we may negotiate our advisory fee depending on individual client circumstances.
Fee Estimator
Location
630 Dundee Rd, Suite 135, Northbrook, IL, 60062
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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 a licensed loan officer at Cross Country Mortgage, LLC since 2020, compensated on a commission basis. He spends a few hours per week on this activity during trading hours.
Employment History
Current Registrations
Gambit Asset Management
Previous Registrations
Quantum Private Wealth, LLC
Gambit Asset Management
Chicago Partners Investment Group LLC
State Registrations1 state
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.