Todd Tillery is a CFA-designated registered investment advisor at Deane Retirement Strategies, INC., based in New Orleans, LA, with 18 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 137 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Deane Retirement manages investments for a fee based on the value of your accounts. The annual fee ranges from 0.50% to 1.25% depending on the size of your portfolio. There is a minimum quarterly fee of $3,125, which may result in a higher percentage fee for smaller accounts. Accounts under $100,000 are billed separately at 1.00% annually. For 401(k) accounts without a brokerage window, the annual fee is 0.20%.
Location
1100 Poydras Street, Ste. 2065, New Orleans, LA, 70163
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Deane Retirement Strategies, INC.
State Registrations1 state
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