Todt Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm works with individual investors and offers both investment supervisory services (day‑to‑day portfolio management) and investment management consulting that does not involve active control of client assets. It also provides advice on non‑securities matters, including small‑business planning, real estate issues, and tax and estate planning for certain clients.
The firm’s investment process combines analysis of local, national, and global economic conditions with industry and company research to construct customized portfolios and generally does not rely on frequent trading. Clients receive ongoing monitoring and reporting, including monthly written investment outlooks and personalized commentary, regular weekly and monthly reviews, and at least three in‑person or virtual meetings per year.
What is distinctive is that the sole advisor is a licensed Illinois attorney who spends under 15% of professional time practicing law and integrates legal and business‑planning advice with investment services—an arrangement that is uncommon among independent RIAs. The firm also maintains a small client base and explicitly offers both discretionary management and structured, non‑supervisory consulting engagements with written deliverables, reflecting a more individualized service model.
Client services
Expertise
Occupation focus
Fee options
$0 - $600,000: Flat $6,000 annually $600,001 - $1,500,000: 1% annually $1,500,001+: Negotiable fee percentage
$350 per hour for additional non-security related consulting beyond quarterly checkups
Minimum fee: $6,000 annually for accounts under $600,000 Fee-only: Investment consulting service: $1,500 per quarter, minimum $4,500 annually; Additional consulting at $350/hour
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Marks, Todt Robert · Todt Investment Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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.
Forms ADV
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