Todd Wealth Management offers investment management services, creating customized portfolios based on your goals, risk tolerance, and time horizon. These portfolios may include exchange traded funds, real estate investment trusts, mutual funds, bonds, stocks, and annuities. Todd Wealth Management manages accounts on a non-discretionary basis, meaning you must approve each trade before it's executed. Todd Wealth Management also has a sub-advisory agreement with Crosspoint Capital Management.
Assets Under Management$160M
Clients362
Advisors1
Avg. per Client$440K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees above $2,000,000 are negotiable. Client accounts with Crosspoint Capital Management are billed quarterly in arrears for a fee ranging from 0.75% to 0.50% of the account value of the assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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