Austin Todd is a registered investment advisor at Capital United Investments LLC, based in Yucaipa, CA, with 5 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 12 clients with $900K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
Yucaipa Blvd. Suite A, 35051, Yucaipa, CA, 92399
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 Activities
Austin operates as a mortgage broker and real estate investor under Capital United since 2016. This activity takes about half of Austin's time during trading hours.
Employment History
Current Registrations
Capital United Investments LLC
Previous Registrations
Capital United
State Registrations1 state
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