Todo Capital, LLC

ToDo Capital, LLC is a SEC-registered investment adviser specializing in providing investment management services to high net worth individuals, families, companies, and institutions. The firm focuses on capital preservation and long-term asset growth through tailored solutions based on each client's specific needs, goals, and risk tolerance. Clients can engage ToDo Capital on a discretionary or non-discretionary basis, with assets allocated among various securities and investment options. The firm may also offer business planning, retirement, estate planning, and risk management services. ToDo Capital charges fees based on assets under management, typically ranging from 0.50% to 1.50%, with the possibility of negotiating special fee agreements. Additionally, the firm may offer performance-based fees, charging 10% of net portfolio gains. Clients are encouraged to review account statements provided by custodians and compare them with reports from ToDo Capital. The firm exercises investment discretion over client accounts, with clients having the option to limit this authority. ToDo Capital does not vote proxies on client securities, and clients are expected to vote their own proxies. The firm has not been involved in any disciplinary events and does not receive economic benefits from third parties for providing advisory services. Clients are advised to review the brochure for additional details.