Terrell Holman is a registered investment advisor at Fmsa, based in Hoschton, GA, with 12 years of industry experience. Terrell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,291 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 1.98% |
| $250K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable for accounts.
Fee Estimator
Location
Hoschton, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business ActivitiesSells Insurance
Terrell owns Holman Financial Solutions, LLC, where he works as an insurance sales agent and financial planner. He also raises capital for real estate development through Issachar Capital Group, LLC; both activities take about a quarter of his time.
Employment History
Current Registrations
Fmsa
Previous Registrations
Creativeone Wealth, LLC
Horter Investment Management, LLC
Wfg Advisors, LP
Pro-Integrity Securities, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.