TF
CFP
TF
CFP

Tod Fisher

15 Years of Experience
Linden, MI

Tod Fisher is a CFP-designated registered investment advisor at Rachor Investment Advisory Services, LLC, based in Linden, MI, with 15 years of industry experience. Tod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 483 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
483 clients
Average Client Portfolio
$426K average
Assets Under Management
$205.6M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.50%
$5.0M - $7.5M0.25%
$7.5M - $10.0M0.13%
$10.0M - $12.5M0.06%
$12.5M - $15.0M0.03%
$15.0M - $17.5M0.02%
$17.5M - $20.0M0.01%
$20M+0.00%

Rachor may negotiate alternative fees on a client-by-client basis. Employees, some family members, and friends may receive lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

120 N. Bridge Street, Suite A, Linden, MI, 48451

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Tod is a drummer and general partner in a band called After It All since 2017. He spends a few hours per week playing drums and booking performances.

Employment History
Current Registrations
Rachor Investment Advisory Services, LLC
July 2010 - Present · 15 yrs 10 mos
State Registrations2 states
MITX
Advisor

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
No exam information available for this advisor.