Todd Pence is a CFA-designated registered investment advisor at Virtera Partners LLC, based in Pepper Pike, OH, with 5 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $450M 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 | Included |
Annual fee for investment advisory services generally ranges from 0.15% to 0.50% based on the market value of assets managed. This fee is negotiable.
Fee Estimator
Location
30100 Chagrin Blvd., Suite 380, Pepper Pike, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Virtera Partners LLC
State Registrations1 state
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