Todd Latocha is a CFP-designated registered investment advisor at Blackwater Financial, based in Fairmont, WV, with 9 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 19 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackwater Financial charges up to 2.00% of the value of your portfolio annually for investment management. This fee is determined by the complexity of your financial situation and financial planning needs, and is paid monthly. The minimum engagement fee is $4,900 per household per year, which can be paid as a planning fee, investment management fee, or a combination of both. If Blackwater Financial uses outside managers like Betterment or Altruist, those fees are in addition to Blackwater Financial's fee, but the total will not exceed 3% of assets managed.
Contact
Todd Latocha
Location
Fairmont, WV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Blackwater Financial
Previous Registrations
Hippocratic Financial Advisors
Personal Capital Advisors Corporation
Facet Wealth, INC
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Nationwide Securities, LLCBroker
State Registrations3 states
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