Collin Todd
Advisor at Arc Advisers LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arc Advisers LLC
Location
Boise, ID 83702
Credentials
CFP®, Series 65
Industry experience
15 years
About
Collin Todd is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Arc Advisers LLC since 2020 and previously at First Affirmative Financial Network, LLC and New Outlook Financial, LLC. Arc Advisers LLC is an independent, fee-only firm serving individuals, trusts, retirement accounts, foundations, and small businesses. The firm emphasizes sustainable and responsible investing, tailoring strategies to clients’ values while providing comprehensive financial planning and ongoing portfolio management without taking custody of assets.
Client services
Based on Arc Advisers LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Arc Advisers LLC
ESG / Sustainable investing
Tax-loss harvesting
Charitable giving tax strategies
General estate planning guidance
Wealth management
Fee options
Fixed fees ranging from $1,000 to $10,000 for financial planning projects; fixed annual fee starting at $10,000 up to $50,000 for ongoing financial planning for high net worth families and entities
$0 - $2,000,000: 1.05% (Schwab mutual fund program) $0 - $2,000,000: 1.20% (Folio Institutional mutual fund program) $500,000+: 1.60% and decreases (Folio Institutional individual securities program)
$400 per hour, billed in 15-minute increments
Minimum fee: Minimum annual fee of $5,000, negotiable at discretion Fee-only: Fee-only advisory firm, no commissions or sales loads
Location
475 W. Main Street
Boise, ID 83702
Most active in
Collin T has reported serving >5 clients in these states in the last 12 months.
California · District of Columbia · Idaho · Oregon
Work history
ARC Advisers, LLC
2020 - Present (6 years)
First Affirmative Financial Network, LLC
2019 - 2020 (1 year)
New Outlook Financial, LLC
2010 - 2019 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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