TG
CFP
TG
CFP

Todd Golper

2 Years of Experience
Beverly Hills, CA
Sells Insurance

Todd Golper is a CFP-designated registered investment advisor at Elyxium Wealth LLC, based in Beverly Hills, CA, with 2 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 56 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
56 clients
Average Client Portfolio
$24.8M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee will not exceed 1.00%. Fees are negotiable and billed quarterly in arrears. Third-party manager fees are in addition to Elyxium Wealth's advisory fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

400 S. Beverly Dr., Penthouse, Beverly Hills, CA, 90212

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Todd may earn commissions from insurance companies for the sale of non-VA life, health, annuity, and/or disability income insurance products. Todd is also a managing member of Elyxium Family Office, LLC, dedicating minimal time to this investment-related activity.

Employment History
Current Registrations
Elyxium Wealth LLC
May 2024 - Present · 2 yrs 5 mos
State Registrations3 states
CATXWA
Advisor

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
No exam information available for this advisor.
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