Todt Investment Management LLC fees and pricing
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2026, Todt Investment Management LLC charges a quarterly fee of $1,500 and an annual fee of $4,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $1,500/qtr
“For the Firm's investment consulting agreements, which would not involve active management, but quarterly checkup meetings, the fee is $1,500 a quarter, with a minimum of $4,500 annually for each client.”
- Annual fee
- $4,500/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Todt Investment Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment supervisory fees are negotiable on a client specific basis for amounts greater than $1,500,000 under management.”
- “Clients are billed for their fees at the end of each quarter via U.S.”
How Todt Investment Management LLC’s fees compare
- Its annual fee of $4,500 is below the Illinois median of $7,500. 29% of the 77 other Illinois planners that publish an annual fee charge less.
- 8 of the 25 other planners in Chicago that publish an annual fee charge less.
About Todt Investment Management LLC
“The firm will provide and execute a custom portfolio of appropriate investments for each client in addition to providing financial advice on other non-security holdings and concerns the client may possess for one fixed fee.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $19,500,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152637
- Phone
- (773) 209-2640
Other planners in Chicago that publish fees
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Arena Private WealthChicago$250/hr
- Bayworth CapitalChicago$1,000-$10,000
- Blute Financial CoachingChicago$75/hr
- Bold Vision FinancialChicago$385/hr, $120-$500/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.