Terrence Casey
Terrence Casey is a registered investment advisor at Chancellor Financial Group Wb LP, based in Wilkes-Barre, PA, with 14 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 894 clients with $220M 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.00% |
Investment advisory fees are also available at a fixed fee basis which is negotiable at the sole discretion of the Advisor depending on the size, nature and complexity of the Client relationship. Fixed fees range up to $50,000 per year, not to exceed 2.00% of assets under management. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.
Fee Estimator
Location
60 Public Square, Suite 600, Wilkes-Barre, PA, 18701
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
Terrence is the President and Partner at Chancellor Financial Group WB LP, dedicating nearly full-time hours to the RIA and securities business. He also works as an agent for Chancellor iTrust, selling insurance and dedicating minimal time to this activity.
Employment History
Current Registrations
Chancellor Financial Group Wb LP
Previous Registrations
M&t Securities, INC.
State Registrations1 state
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