Todd Lebor is a CFP-designated registered investment advisor at Snowball Wealth Management, based in Boulder, CO, with 20 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, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 164 clients with $140M 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 | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
The fee is negotiable.
Fee Estimator
Location
3445 Penrose Place, Suite 130, Boulder, CO, 80301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Todd is the manager and member of Lebor Holdings, LTD, a family real estate holding company, since 2004. He spends minimal time on accounting, rent collection, negotiations, and correspondence related to the company's real estate investments.
Employment History
Current Registrations
Snowball Wealth Management
State Registrations5 states
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