Todt Investment Management, led by Todt R. Marks, a Certified Financial Planner, offers investment supervisory services involving day-to-day management of client portfolios based on their risk tolerance and financial advice on other holdings. The firm also provides investment management consulting services, offering advice and support to maximize personal investments, including non-securities related decisions like small business planning and real estate issues. All advice is customized to the client's individual situation, and clients can impose restrictions on their investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | Included |
| $600K+ | 1.00% |
Minimum annual fee of $6,000. Fees are negotiable for amounts greater than $1,500,000 under management. The first tier has a null fee percentage because the minimum fee of $6,000 applies.