Todd Mathison is a CFP-designated registered investment advisor at Impact Retirement Advisors, based in Savage, MN, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 156 clients with $700M 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 | 1.75% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $12.5M | 0.85% |
| $12.5M+ | 0.75% |
Fees are negotiable. In certain circumstances, a fixed fee for services may be offered as an option.
Fee Estimator
Location
Savage, MN
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 →Employment History
Current Registrations
Impact Retirement Advisors
Previous Registrations
Hand Securities, INCBroker
Onegroup Wealth Partners, INC.
Fbd Asset Mgmt
Intervest International, INC.
Intervest International Equities CorporationBroker
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.