Todd Marescalco is a registered investment advisor at Navigant Consulting, based in West Allis, WI, with 13 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. Their firm serves 4 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navigant Consulting manages investments for a select group of clients, most commonly as a directed party. The fees for investment advisory services are determined on a client-by-client basis.
Location
West Allis, WI
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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.
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Todd volunteers to assist SynSel Energy, a bio-refinery company, by offering financial advice. He spends minimal time on this project and has not been compensated in over 5 years.
Employment History
Current Registrations
Navigant Consulting
Previous Registrations
Investment Fee Solutions
U.S. Bancorp Investments, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.