TM
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Todd Mcwilliams
34 Years of Experience
San Marcos, CA
1 Disclosure
Todd Mcwilliams is a registered investment advisor at Mcwilliams Asset Management INC., based in San Marcos, CA, with 34 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 24 clients with $3M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$126K average
Assets Under Management
$3.0M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable at McWilliams Asset Management's discretion, and some accounts may have different fee schedules based on prior agreements. Some family and related accounts are managed at no charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
San Marcos, CA
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Regulatory History (1)
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Employment Separation After Allegations
March 2024Employment History
Current Registrations
Mcwilliams Asset Management INC.
January 2025 - Present · 1 yr 3 mos
Previous Registrations
Wedbush Securities INC.
December 2023 - March 2024 · 3 mos
Wedbush Securities INC.Broker
December 2023 - March 2024 · 3 mos
Wedbush Securities INC.
March 2021 - August 2023 · 2 yrs 5 mos
Wedbush Securities INC.Broker
March 2021 - August 2023 · 2 yrs 5 mos
B. Riley Wealth ManagementBroker
June 2020 - March 2021 · 9 mos
B. Riley Securities, INC.Broker
November 2017 - March 2021 · 3 yrs 4 mos
B. Riley & CO., LLCBroker
December 2012 - November 2017 · 4 yrs 11 mos
Caris & Company, INC.Broker
August 2002 - December 2012 · 10 yrs 4 mos
Robertson Stephens, INC.Broker
September 1998 - August 2002 · 3 yrs 11 mos
Bancamerica Robertson StephensBroker
October 1997 - September 1998 · 11 mos
Sutro & CO. IncorporatedBroker
November 1996 - September 1997 · 10 mos
Gruntal & CO. IncorporatedBroker
March 1993 - November 1996 · 3 yrs 8 mos
Wedbush Morgan Securities INC.Broker
July 1991 - February 1993 · 1 yr 7 mos
Kidder, Peabody & CO. IncorporatedBroker
May 1990 - April 1991 · 11 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
October 1989 - April 1990 · 6 mos
State Registrations2 states
CATX
Advisor
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Exams
No exam information available for this advisor.