Todd Heasty is a CFP-designated registered investment advisor at Cimarron Wealth Management, INC., based in Gunnison, CO, with 4 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 572 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.70% |
Fees are negotiable for accounts over $50,000,000.
Fee Estimator
Location
1115 N. Main St., Suite A, Gunnison, CO, 81230
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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
Todd owns a Scooter's Coffee franchise, dedicating minimal time to it. He also provides investment advisory services through Cimarron Wealth Management, Inc. and is a member of RR Bar Ranch LLC, spending about a third of his time on the ranch.
Employment History
Current Registrations
Cimarron Wealth Management, INC.
LPL Financial LLCBroker
Previous Registrations
Strategic Financial Management, INC
LPL Financial LLC
State Registrations4 states
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