Todt Marks is a CFP-designated registered investment advisor at Todt Investment Management LLC, based in Chicago, IL, with 15 years of industry experience. Todt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | Included |
| $600K+ | 1.00% |
Minimum annual fee of $6,000. Fees are negotiable for amounts greater than $1,500,000 under management. The first tier has a null fee percentage because the minimum fee of $6,000 applies.
Fee Estimator
Location
Chicago, IL
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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 Activities
Todt has been practicing law with Illinois clients for over 15 years. This activity is not investment-related.
Employment History
Current Registrations
Todt Investment Management LLC
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.