Todd Juvonen is a registered investment advisor at Foliobeyond, LLC, based in New York, NY, with 12 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FolioBeyond charges a percentage of your portfolio per year. For most individual investors, the fee is between 0.50% and 0.95%. Fees for corporate or non-corporate entities are negotiable, typically between 0.15% and 0.30%.
Location
New York, NY
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 at an insurance agency, selling and servicing life, annuity, and property and casualty insurance lines with commission compensation.
Employment History
Current Registrations
Foliobeyond, LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
World Group Securities, INC.Broker
Farmers Financial Solutions, LLCBroker
State Registrations2 states
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.