| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $35.0M | 0.55% |
| $35.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL, 33301
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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 →Todd is an agent for non-variable life insurance sales, dedicating a few hours per week to this activity. He is also the owner and CEO of Todd A. Moll CFA PA, spending about half his time in this role, and a director of ZYH Holdings LLC, spending minimal time. He also refers business to a CPA firm.