Todd Purring
Todd Purring is a registered investment advisor at Kohlhepp Investment Advisors, LTD., based in Doylestown, PA, with 15 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 201 clients with $200M 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 | 2.25% |
Fees are based on a percentage of assets under management up to a maximum of 2.25% annually. In certain cases, management fees may be reduced and/or tiered by the advisor.
Fee Estimator
Location
3655 Route 202, Suite 100, Doylestown, PA, 18902
Get directionsHistory
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 advisory representative for Kohlhepp Investment Advisors, dedicating full-time hours to this role. He is also an independent insurance agent for various companies, spending minimal time on this activity, and coaches youth athletics a few hours per week.
Employment History
Current Registrations
Kohlhepp Investment Advisors, LTD.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Lincoln Investment Planning, INC
Lincoln InvestmentBroker
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.
Exams
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