Todd Seger is a registered investment advisor at Guide Advisors, INC., based in Bothell, WA, with 7 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, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $4.0M | 0.85% |
| $4M+ | 0.50% |
The fee will be disclosed to the Client in the Investment Advisory Agreement and is negotiable based on the amount of assets and the Model Portfolio chosen. MM receives fees of a maximum of .49% per annum on the average net assets of each series of the Matson Fund as the adviser to the Matson Fund and this fee, paid through the Matson Fund is in addition to the management fees charged by Guide Advisors.
Fee Estimator
Location
19125 North Creek Parkway, Suite 120, Bothell, WA, 98011
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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 President of Seger Aviation, LLC, an aviation consulting business, dedicating about 10-20% of his time to designing software requirements. He also works as a Senior Systems Engineer at Coherent Technical Services, Inc., spending about half his time on engineering related to aircraft.
Employment History
Current Registrations
Guide Advisors, INC.
State Registrations1 state
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