Todd Niemann is a CFA-designated registered investment advisor at Niemann Investments LLC, based in Riverton, UT, 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 Investment Management. Their firm serves 15 clients with $5.6M 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 | 0.75% |
| $1M+ | 0.75% |
Clients with assets of $1,100,000 or more under management with Niemann Investments are given the option of selecting an alternative fee arrangement that is comprised of both an asset-based management fee and a performance “incentive” fee. Clients electing this arrangement will receive a 0.50% reduction in the annual asset-based fee rates set forth in the Standard Investment Management Fee schedule above (i.e. the first $1 million will be assessed at 0.75% and over $1 million will be assessed at 0.50%). In addition, clients will be assessed a performance-based fee that is 25% percent of the portfolio return in excess of the benchmark return.
Fee Estimator
Location
4224 W Park Hollow Ln, Riverton, UT, 84096
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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 provides consulting services, including financial forecasting and strategic business recommendations, on a sporadic, project basis since 2019. Since December 2024, Todd has been employed full-time at Varo Bank as Treasurer, with duties related to financial forecasting and risk analysis.
Employment History
Current Registrations
Niemann Investments LLC
State Registrations1 state
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