Todd Golper is a CFP-designated registered investment advisor at Elyxium Wealth LLC, based in Beverly Hills, CA, with 1 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. Their firm serves 53 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee charged will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Location
400 S. Beverly Dr., Penthouse, Beverly Hills, CA, 90212
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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 may earn commissions from insurance companies for the sale of non-VA life, health, annuity, and/or disability income insurance products. Todd is also a managing member of Elyxium Family Office, LLC, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Elyxium Wealth LLC
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.