Terry Lindner
Terry Lindner is a ChFC-designated registered investment advisor at Van Clemens Wealth Management, LLC, based in Bloomfield Hills, MI, with 31 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 616 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Van Clemens Wealth Management charges up to 2% of the value of your investments annually for managing your portfolio. The exact fee is negotiable. Fees are charged monthly based on the average daily balance. Some third-party managers may charge additional fees. Clients engaging with Orion and Vise may be subject to additional fees beyond Van Clemens' fee. Vise long-short model fee together with our advisory fee can surpass 2% but will not exceed 3%.
Location
Bloomfield Hills, MI
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Employment History
Current Registrations
Van Clemens Wealth Management, LLC
Van Clemens & CO. Incorporated
Van Clemens & CO. IncorporatedBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
First Investors CorporationBroker
State Registrations1 state
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.