Terry Heinrichs
Terry Heinrichs is a registered investment advisor at Sanctuary Advisors, LLC, based in Madison, WI, with 29 years of industry experience. Terry 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 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
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 Registrations29 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.