Todd Bendell
Todd Bendell is a CFP-designated registered investment advisor at Optima Capital Management, based in Scottsdale, AZ, with 13 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 215 clients with $150M 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 | 1.50% |
Fees are negotiable. Retirement plan services follow a separate tiered schedule ranging from 0.25% to 1.00% based on plan assets.
Fee Estimator
Location
7014 E Camelback Road, Suite B100A, Scottsdale, AZ, 85251
Get directionsHistory
Regulatory History (4)
Regulatory
November 2020Employment Separation After Allegations
September 2019Customer Dispute
February 2016Criminal
October 2008Other Business Activities
Todd is a General Partner at Amphibian Capital, managing portfolios for private funds, dedicating about 10-20% of his time. He also teaches yoga, breathwork, and sound at Ecstatic Vinyasa for minimal time.
Employment History
Current Registrations
Optima Capital Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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
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