Terry Heinrichs
Terry Heinrichs is a registered investment advisor at Sanctuary Advisors, LLC, based in Madison, WI, with 30 years of industry experience. Terry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B 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 | 2.75% |
Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.
Fee Estimator
Location
401 Charmany Dr, Suite 315, Madison, WI, 53719
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2011Customer Dispute
February 2000Other Business Activities
Terry is the President of the Society for Quantitative Ethnography and a Trustee for the United Way of Dane County Foundation. He also participates in the Rotary Club of Madison and is a Managing Member of Dumb & Dumber LLC to invest in a hotel.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations31 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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