Todd Porterfield is a CFP-designated registered investment advisor at Fairchild Capital LLC, based in Portland, OR, with 21 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Gen X, Investment Management, Middle Income, and 2 more. Their firm serves 109 clients with $100M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The annual minimum fee for the RoadMap Plus engagement is $5,000. Clients with less than $500,000 in their account will pay more than the fee shown above.
Fee Estimator
Contact
Todd Porterfield
Location
5603 SW Hood Ave, Portland, OR, 97239
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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 →Employment History
Current Registrations
Fairchild Capital LLC
Previous Registrations
Clarity Wealth Development, LLC
Fairchild Capital LLC
Ing Financial Partners, INC
Ing Financial Advisers, LLC
Kms Financial Services, INC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
A self-proclaimed financial Nerd, the planning profession satisfies my analytical mindset, and it is thoroughly rewarding to work directly with families to help them reach financial independence. Everyone has a different path with their lives and money. Some are so passionate about their profession they may slow down but never stop. Others are ready to transition as soon as possible. I am energized by these stores and helping families make the best financial decisions. .