Terri Mcgray
Terri Mcgray is a CFP-designated registered investment advisor at Longevity Capital Management, based in Thousand Oaks, CA, with 36 years of industry experience. Terri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 187 clients with $180M 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 | 1.50% |
| $500K - $750K | 1.35% |
| $750K - $1000K | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.60% |
| $7M+ | 0.50% |
Accounts with a value of less than $500,000 will be charged a minimum annual advisory fee of $5,000. Fees are non-negotiable.
Fee Estimator
Location
515 Marin Street, Suite 418, Thousand Oaks, CA, 91360
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
Terri is an independent insurance producer for various companies since 1989, dedicating minimal time to this activity. She is also the author of the 'Retire Right' book series, spending minimal time on this non-investment related activity since 2019.
Employment History
Current Registrations
Longevity Capital Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Edward Jones
Edward JonesBroker
Fiserv Investor Services, INC.Broker
Aegon USA Securities INC.Broker
Locust Street Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Nylife Securities INC.Broker
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.