Todd Quinn is a registered investment advisor at Arista Wealth Management, LLC, based in Draper, UT, with 24 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 437 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arista Wealth Management's investment management fee is a percentage of the value of your portfolio, not exceeding 2.0% per year. The exact percentage is negotiable and may vary based on the services provided. Fees are typically deducted directly from client accounts. Friends and family may receive discounted or waived fees. If you invest in private funds through Arista's alternative investment platform, the value of those investments will not be included in the assets used to calculate the fee. There is a $5,000 minimum annual fee.
Location
527 East Pioneer Rd,, Suite 220, Draper, UT, 84020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Arista Wealth Management, LLC
Previous Registrations
Maddix Holdings
Axxcess Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northern Trust Securities, INC.Broker
Silverstone Wealth Management, LLC
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Credit Suisse First Boston
Credit Suisse First Boston LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations2 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.