Terrance Elder
Terrance Elder is a CFP-designated registered investment advisor at Optivise Advisory Services LLC, based in Kingwood, TX, with 22 years of industry experience. Terrance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,216 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optivise Advisory Services charges an annual fee based on a percentage of the value of your investments.
Maximum annual fee for accounts that do not use options: 1.80% Maximum annual fee for accounts that use options: 1.95%
Fees are negotiable and are billed monthly based on the average daily balance of your account. The fee is deducted directly from your account.
Location
1110 Kingwood Drive, 102A, Kingwood, TX, 77339
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Terrance is the President of Cash Flow Planners, an investment-related business. He dedicates about a quarter of his time to selling fixed annuities and life insurance.
Employment History
Current Registrations
Optivise Advisory Services LLC
US 1st Wealth Management
Previous Registrations
Brokers International Financial Services, LLC
Crown Capital Securities, L.P.
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.