Terry Peschl is a registered investment advisor at Terry Peschl & Associates, INC., based in Watertown, SD, with 37 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.40% |
| $12.5M - $15.0M | 0.30% |
| $15.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees are based on the combined value of assets. These fees are in addition to any fees charged by the third-party money manager.
Fee Estimator
Location
719 West Kemp, P.O. Box 487, Watertown, SD, 57201-0487
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 Activities
Terry is the president of a state-registered RIA, Terry Peschl & Associates, Inc., providing financial planning advice and services for about full-time hours. Terry also owns rental properties, dedicating minimal time to this activity.
Employment History
Current Registrations
Terry Peschl & Associates, INC.
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.