Terry Weissberg
Terry Weissberg is a CFA-designated registered investment advisor at Northern Trust Investments, Incorporated, based in North Palm Beach, FL, with 34 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 41,475 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NTI offers investment management services through separately managed accounts. Fees are charged as a percentage of the assets managed. The specific percentage varies depending on the investment strategy used:
- Third-Party Strategies: Up to 1.00% per year
- Quantitative Equity: Up to 0.65% per year
- Passive Equity: Up to 0.30% per year
- Fixed Income: Up to 0.45% per year
- Tax Advantaged Long/Short Equity: Up to 1.50% per year
- Cash Management: Up to 0.12% per year
- Multi-Asset Class: Up to 0.50% per year
Fees are invoiced quarterly, monthly, or as stated in the client's agreement.
Location
11301 Us Hwy 1 Fl 33408, North Palm Beach, FL, 33408
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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 Activities
Terry is a bass player in various musical ensembles as an independent contractor since around 2010. He spends about 10-20% of his time on this activity, including new business development, rehearsals, and performances.
Employment History
Current Registrations
Northern Trust Investments, Incorporated
Northern Trust Securities, INC.
Northern Trust Securities, INC.Broker
Previous Registrations
Managed Account Services, LLCBroker
Jesup & Lamont Securities CORPBroker
Advest, INC.Broker
Independent Portfolio Consultants, INC.
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Aeltus Capital, INCBroker
MML Investors Services, INC.Broker
Travelers Equities Sales, INC.Broker
Townsley Associates and Company, INC.Broker
State Registrations53 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.