Daniel Terry is a registered investment advisor at Edward Jones, based in Big Rapids, MI, with 41 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
18605 Northland Dr, Big Rapids, MI, 49307
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2026Customer Dispute
February 2023Customer Dispute
July 2016Customer Dispute
September 2000Other Business Activities
Daniel is a songwriter and involved in a songwriting festival, dedicating about 10-20% of his time to these activities. He also owns rental properties and has a stake in a solar cell manufacturer, but spends minimal time on these ventures.
Employment History
Current Registrations
Edward Jones
Edward Jones
Edward JonesBroker
Previous Registrations
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations35 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.
Exams
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