Todd Reesing is a registered investment advisor at Cap Six Advisors, based in Bee Cave, TX, with 14 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 107 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.72% |
Fees do not exceed 0.72% per year and are negotiable based on account size, strategy customization, and whether accessed through a sponsor program.
Fee Estimator
Location
Bee Cave, TX
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2023Other Business Activities
Todd is a co-owner of Rippers Row, LLC, assisting with fundraising, planning events, logistics, supplies, and equipment. This activity, which started in March 2022, takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Cap Six Advisors
Previous Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
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.
Exams
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