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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Todaro is a financial advisor at Kathmere Capital Management, LLC. Brian Michael Todaro has been in the industry since 2014 and has earned the Certified Financial Planner designation. Brian Michael Todaro offers financial planning services to individuals, businesses, corporations, trusts, estates, high net worth individuals, pensions and profit-sharing plans, charitable organizations, and pooled investment vehicles. Brian Michael Todaro and Kathmere Capital Management, LLC have been registered with the state of Pennsylvania since 2022.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
09/30/2022 - Present
Kathmere Capital Management, LLC (WAYNE PA)
Active
Inactive
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