Dale Terwedo is a CFP, ChFC-designated registered investment advisor at Tfs Advisors, LLC, based in Edmonds, WA, with 42 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 151 clients with $160M 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 $500K | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees are negotiable for amounts above $10,000,000. If a client’s assets under management on the last business day of a calendar quarter are more than $500,000, the first asset-based fee percentage will be 1.65% instead of 2.00% in respect of the immediately subsequent calendar quarter.
Fee Estimator
Location
100 2nd Ave S., Suite 300, Edmonds, WA, 98020
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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
Dale owns an investment-related private residence in Buckeye, AZ. He is also a licensed insurance agent since 1983, dedicating a few hours per week to insurance sales and discussing insurance options with clients.
Employment History
Current Registrations
Tfs Advisors, LLC
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations3 states
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