Todd Moss is a CFP-designated registered investment advisor at Greystone Financial Group, LLC, based in Bloomfield Hills, MI, with 20 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 856 clients with $1B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.70% |
Fees may be negotiable at Greystone's discretion.
Fee Estimator
Location
665 Hulet Dr., Bloomfield Hills, MI, 48302-0324
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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 is an agent for TeamMoss LLC (since 2006) and TeamMoss II LLC (since 2018), both real estate firms. He dedicates minimal time to these activities.
Employment History
Current Registrations
Greystone Financial Group, LLC
Previous Registrations
Polaris Greystone Advisory Group, LLC
Polaris Greystone Advisory Group, LLC
Polaris Greystone Financial Group, LLC
Polaris Greystone Advisory Group, LLC
Greystone Financial Group, INC.
State Registrations2 states
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