Todd Hoins
Todd Hoins is a registered investment advisor at Brokerage Specialists, based in Grand Island, NE, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Brokerage Specialists offers investment management services where you pay a percentage of your portfolio's value each year.
- For accounts where Brokerage Specialists makes the trades, the fee is 1.25% annually.
- For accounts where you approve each trade, the fee is 1% annually.
The annual fee is negotiable based on various factors. Fees are billed quarterly.
Location
1828 N. Webb Road, Suite #2, Grand Island, NE, 68803
Get directionsHistory
Regulatory History (1)
Criminal
May 1998Other Business ActivitiesSells Insurance
Todd is a managing member and insurance agent at Brokerage Specialist, LLC since February 2022. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Brokerage Specialists
State Registrations1 state
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.