Todd Purring
Todd Purring is a registered investment advisor at Kohlhepp Investment Advisors, LTD., based in Doylestown, PA, with 15 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 307 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kohlhepp Investment Advisors charges a fee for managing your investments, up to a maximum of 2.25% annually. This fee covers both advisory and administrative services, and includes the cost of a third-party money manager if one is used. The fee is typically paid in advance on a quarterly basis, debited directly from your account. In certain cases, fees may be reduced or tiered. Separate account managers, strategists, and money managers may impose additional fees, as well as program, platform, and custodial fees.
Location
3655 Route 202, Suite 100, Doylestown, PA, 18902
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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 →Other Business ActivitiesSells Insurance
Todd works as an advisory representative for Kohlhepp Investment Advisors, dedicating full-time hours to this role. He is also an independent insurance agent for various companies, spending minimal time on this activity, and coaches youth athletics a few hours per week.
Employment History
Current Registrations
Kohlhepp Investment Advisors, LTD.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
Lincoln Investment Planning, INC
Lincoln InvestmentBroker
State Registrations1 state
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.