Terence Pavlic is a registered investment advisor at Pavlic Investment Advisors, INC., based in Delafield, WI, with 28 years of industry experience. Terence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 85 clients with $80M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be modified if the client negotiates different terms and conditions.
Fee Estimator
Location
440 Wells St., STE 203, Delafield, WI, 53018
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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 →Employment History
Current Registrations
Pavlic Investment Advisors, INC.
State Registrations2 states
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