Todd Montalbo
Todd Montalbo is a registered investment advisor at First Pacific Financial, INC., based in Juneau, AK, with 16 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,156 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Pacific Financial offers investment management services.
For Wealth Management services, the annual fee will not exceed 1.25% of the assets managed. For non-discretionary accounts, the fees are 25% higher than the discretionary services fee.
For the Spark service, clients using First Pacific Financial's asset management services through Betterment for Advisors will be charged 0.90% annually, based on the value of the assets managed.
For Charitable and Non-Profit organizations, the annual fee will not exceed 1.00% of the assets managed.
Location
119 Seward Street, Suite 8, Juneau, AK, 99801
Get directionsHistory
Regulatory History (1)
Criminal
June 1993Employment History
Current Registrations
First Pacific Financial, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Waddell & Reed
Waddell & ReedBroker
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.