Advisor at Portola Creek Capital
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Firm
Portola Creek Capital
Location
Menlo Park, CA 94025
Credentials
Series 63, Series 65
Industry experience
19 years
Todd Wilson is a financial advisor at Portola Creek Capital in Menlo Park, CA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Grow Capital Management, BNY Mellon, and Atherton Lane Advisers. Wilson has been with Portola Creek Capital since 2017. Portola Creek Capital is an independent, fee-only registered investment adviser managing discretionary portfolios and providing financial planning to a select client base that includes individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a mix of fundamental and technical analysis with both long- and short-term trading strategies and focuses on high-net-worth and institutional clients.
Based on Portola Creek Capital
$0 - $10,000,000: 1.00% annually $10,000,000+: 0.75% annually
Account minimum: $1,000,000 Fee-only: Fee-only investment adviser; no commissions received.
80 Willow Road
Menlo Park, CA 94025
California
Portola Creek Capital
2017 - Present (9 years)
Grow Capital Management
2016 - 2017 (1 year)
BNY Mellon
2016 - 2016 (1 year)
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I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
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