Organize and Grow Your Investments
Welcome to Todt Investment Management LLC, where we help make sense of your finances and put you in position to both understand and grow your finances.
Our Services
Hourly Investment Help
Just need a quick financial check-up or advice on a specific issue? We take on individual projects on an hourly basis with the total cost always discussed beforehand.
Investment Consulting Services
This is the highest level of service in which we provide personalized financial planning and investment management for a percentage of assets payable at the end of each quarter. This service also includes traditional financial planning services and access to talk through questions or concerns at any time.
Investment Management Services
Organize and grow your financial assets with our ongoing investment consulting service. Charged a flat fee quarterly, this service provides personalized financial planning covering all aspects of client’s financial lives on a regular basis.
Todt R. Marks, CFP®
I'm a CFP®, or a Certified Financial Planner, and have been an investment advisor for more than 15 years. I am a fiduciary, which means I always work in your best interest. Being a fiduciary means that I only make money off the fees my clients pay me and receive no compensation from other sources to keep my advice objective. I work with a variety of clients who come with a wide range of different financial experiences, knowledge bases, and comfort making financial decisions. My job is to be a guide to help my clients navigate to make the best financial decisions for themselves.
Contact
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