Todd Hubbell
Todd Hubbell is a CFP-designated registered investment advisor at Hubbell Strickland Wealth Management, LLC, based in New Orleans, LA, with 15 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Investment Management, and 2 more. Their firm serves 488 clients with $540M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.75% |
Fees are negotiable for portfolios over $2,500,000. Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), HSWM may negotiate a fee rate that differs from the range set forth above which depends on the responsibilities taken by the Firm to manage or simply monitor the assets.
Fee Estimator
Location
1100 Poydras Street, Suite 1150, New Orleans, LA, 70163
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 Activities
Todd works full-time at Stokes & Hubbell Capital Management, LLC, providing investment management and financial planning services. He also owns Hubbell Strickland Wealth Management, LLC, where he dedicates full-time hours providing investment management and financial planning services.
Employment History
Current Registrations
Hubbell Strickland Wealth Management, LLC
Previous Registrations
Stokes & Hubbell Capital Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations3 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.