Terry Herron
Terry Herron is a registered investment advisor at New Frontier Wealth Management, based in Englewood, CO, with 13 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 28 clients with $24M 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 $750K | 1.25% |
| $750K - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are negotiable. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Location
9800 Pyramid Court, Suite 400, Englewood, CO, 80112
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
Terry is a managing member of NWE Frontier Financial, LLC, offering insurance services since 2002. This activity takes about a quarter of Terry's time.
Employment History
Current Registrations
New Frontier Wealth Management
State Registrations2 states
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.