Donald Todd is a CFP-designated registered investment advisor at Oneseven, based in Beachwood, OH, with 20 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 5,456 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
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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
Donald is a financial advisor with MGO One Seven LLC, spending about a quarter of his time there, and owns Structure Wealth Management, LLC, where he works nearly full-time. He also owns Military Pike Racing Stables, dedicating a few hours per week, and is an agent for Capitas Financial, selling life insurance and dedicating a few hours per week.
Employment History
Current Registrations
Oneseven
International Assets Advisory, LLCBroker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations15 states
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