Andrew
Todd
Prudeo Partners, LLC
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About this Advisor
Andrew Todd is a certified financial planner working in West Columbia, South Carolina, with 8 years of relevant experience. Todd is an employee of Prudeo Partners, LLC. Todd has gained experience at Todd Financial Solutions, LLC and Asset Management And Planning, LLC. Todd has a Series 65 license, designating them as an investment advisor representative, and can advise clients in South Carolina and Texas. Prudeo Partners, LLC is a financial advisory business that has its headquarters in West Columbia, SC. It has a total of 10 financial advisors. It oversees $358 million in assets under management among its 1,425 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 1,425 customer accounts, 18% are associated with high-net-worth clients who have at least $1 million in investable assets. Prudeo Partners, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules largely are based on the services offered. Fees billed by Prudeo Partners, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prudeo Partners, LLC Brokerage Details
$357,879,375
10
1,425
$251,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Andrew Todd Work History
Andrew has been registered as a financial advisor for 8 years.*
Asset Management And Planning, LLC
Todd Financial Solutions, LLC
Asset Management And Planning, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Todd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prudeo Partners, LLC
West Columbia, SC
Reading, PA
Colorado Springs, CO
West Columbia, SC
West Columbia, SC
West Columbia, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.