Todd Perry
Executive Wealth Management
135 W North Street Ste 1
Brighton, MI 48116
8102296446
About Executive Wealth Management
Managing wealth is complex. We simplify it by providing retirement, investment, tax, and legal solutions to help you Live with Confidence.
At Executive Wealth Management, Todd serves as a Senior Private Wealth Advisor working directly with
clients to develop and implement comprehensive financial plans that address their evolving
goals and financial needs. Our firm helps clients in the areas of retirement planning,
investment management, risk management, tax planning, estate planning, business succession
planning, and charitable planning.
See Disclosures
General Information
Firm Start Year
2006
No. of Employees
50-99
CRD#
5795799
Firm CRD#
140736
Name of Custodial Firm
Charles Schwab
States Licensed in
76812
Years of Experience in Financial Services
17
Number of Years with Current Firm
4
Work Experience
Started in the financial services industry in 2005. Todd has extensive experience in wealth management as well as tax planning and preparation.
Work with the following types of clients
Individual Investors
Advisory Services Provided
Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CIMA®, CPWA®, RMA- Retirement Management Advisor
Non-Financial Organization Memberships
Rotary- Brighton, MI
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets
Fee % Based on Assets
1%
Additional Details on Charges
Our investment management fee starts at 1% and is tiered lower based on the assets that we manage. My focus is on advice, not product sales.
Minimum Fee Charged for Managed Accounts
$5,000
Education
Certified Private Wealth Advisor -
Investments and Wealth Institute
2018 -2018
Certified Investment Management Analyst -
Investments and Wealth Institute
2009 -2009
CFP Certification Professional Education Program -
College for Financial Planning
2005 -2007
BSBA, Supply Chain and General Management -
Central Michigan University
1999 -2003
Retirement Management Advisor -
Investments and Wealth Institute
2022 -2022
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1886895/rothira-Executive-Wealth-Management-detailed-disclosure.html