Todd Walker
Todd Walker is a registered investment advisor at Vanderbilt Advisory Services, based in Wells, VT, with 21 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
Wells, VT
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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 is a board member at 4Winds Nature Institute and the founder of Greenvest DBA Insurance Securities, spending minimal time at the former and nearly full-time at the latter. He also acts as a fee-based financial advisor and trustee for his brother's Trust, dedicating minimal time to this role.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLC
Vanderbilt Securities, LLCBroker
Previous Registrations
Financial West Group
Financial West Investment Group, INC.
Financial West GroupBroker
State Registrations1 state
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