Todd Moritz is a CFP, PFS-designated registered investment advisor at White Turf Financial LLC., based in St Paul, MN, with 8 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, Gen X, High Net Worth, and 4 more. Their firm serves 25 clients with $18M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Contact
Todd Moritz
Location
St Paul, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Todd is the owner and CCO of White Turf Financial LLC, an investment advisory firm, since 2018. He dedicates nearly full-time hours to providing investment advice and financial planning.
Employment History
Current Registrations
White Turf Financial LLC.
Previous Registrations
Origin Financial
Questar Asset Management, INC.
Questar Capital CorporationBroker
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