Todd Mann is a registered investment advisor at T. Mann Financial, based in Springfield, OR, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 54 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
T. Mann Financial offers ongoing portfolio management services through Growth, Bronze, Silver, or Gold Plans. Each plan has a different annual fee:
- Growth: 0.45%
- Bronze: 0.90%
- Silver: 1.20%
- Gold: 1.50%
Bronze, Silver, and Gold plans require a $500,000 minimum investment. New accounts must meet the minimum new account balance of $500,000 to receive complimentary financial planning. The minimum may be negotiated or waived by T. Mann Financial in its discretion.
Location
2958 Fenya St, Springfield, OR, 97477
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is involved with Todd Mann Financial Services, Inc., providing property & casualty insurance services, financial planning, and wealth management since March 2022. He spends a few hours per week on this activity, which includes business development and management.
Employment History
Current Registrations
T. Mann Financial
Previous Registrations
Brookwood Investment Group
Belpointe Asset Management LLC
D.H. Hill Securities, LllpBroker
B.B. Graham & Company, INC.Broker
B.B. Graham & Company, INC.
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
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.