Todd Barnthouse
Todd Barnthouse is a registered investment advisor at Smith Moore & CO., based in Brandon, MS, with 12 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 3,901 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith Moore charges an annual fee for managing your investments, ranging from 0.5% to 3% of the value of your portfolio. The fee is calculated quarterly based on the average value of your account. The exact fee is negotiable and depends on factors like the amount of assets managed and the complexity of your portfolio. You'll also pay other charges like administrative service fees and internal fees charged by mutual funds and ETFs.
Location
190 Gateway Drive, Suite C, Brandon, MS, 39042
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2020Other Business ActivitiesSells Insurance
Todd is the Owner/President/Manager of Barnthouse Custom Homes, a real estate business, since 2017, dedicating minimal time. He is also an insurance agent since 2020, spending minimal time on this activity as well.
Employment History
Current Registrations
Smith, Moore & CO.Broker
Smith Moore & CO.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Infinex Investments, INC.Broker
State Registrations5 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.