Todd Micciche
Todd Micciche is a registered investment advisor at True North Retirement Advisors, LLC, based in Clackamas, OR, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 362 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
True North Advisors typically provides ongoing portfolio management and financial planning services as a combined service. The annual fee for this combined service typically ranges from 0.40% to 1.00% of the value of your portfolio. Fees are charged quarterly in advance.
Location
10151 SE Sunnyside Road, #400, Clackamas, OR, 97015
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2020Customer Dispute
November 2017Customer Dispute
July 2016Employment History
Current Registrations
True North Retirement Advisors, LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Key Investment Services LLCBroker
Key Investment Services LLC
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wm Financial Services, INC.Broker
MML Investors Services, INC.Broker
World Group Securities, INC.Broker
State Registrations5 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.