Collin Todd is a CFP-designated registered investment advisor at Arc Advisers LLC, based in Boise, ID, with 15 years of industry experience. Collin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Cross-Border Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 88 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arc Advisers recommends sub-advisors to manage your investments. The fees for these sub-advisors vary depending on the investment program chosen.
For mutual fund investment programs at Schwab, fees start at 1.05% on the first $2,000,000. For similar programs at Folio Institutional, fees start at 1.20% on the first $2,000,000. If your account is invested in individual securities at Folio Institutional, the fee starts at 1.60%.
Arc Advisers receives a portion of the sub-advisor's fee. The minimum annual fee for this service is $5,000, but it may be negotiable.
Contact
Collin Todd
Location
475 W. Main Street, Boise, ID, 83702
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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 →Employment History
Current Registrations
Arc Advisers LLC
Previous Registrations
First Affirmative Financial Network LLC
New Outlook Financial, LLC
State Registrations4 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.
Exams