Todd Terese is a registered investment advisor at Scottsdale Wealth Advisory LLC, based in Paradise Valley, AZ, with 2 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 173 clients with $63M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,000. SWA may use the sub-adviser, Zacks Investment Management, Inc. (Zacks) to manage Client accounts. Clients shall pay an annual fee of 0 to 0.28% to Zacks for services.
Fee Estimator
Location
8501 N. Scottsdale Road, Suite 205, Paradise Valley, AZ, 85253
Get directionsHistory
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 Activities
Todd helps his parents with commercial cleaning for office spaces a few hours per week. He also assists with property management for an Airbnb property, dedicating minimal time each month.
Employment History
Current Registrations
Scottsdale Wealth Advisory LLC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Northwestern Mutual Investment Services, LLCBroker
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.