Terry Seely
Terry Seely is a registered investment advisor at Fiduciary Financial Advisors, based in Grand Rapids, MI, with 35 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,035 clients with $1.2B 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50.0M - $150.0M | 0.30% |
| $150M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
124 Fulton St. East, Suite 200, Grand Rapids, MI, 49503
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
Terry sells fixed insurance products, including life, disability, fixed annuities, and long-term care, through various companies and DBAs, dedicating a few hours per week. Terry is also a registered basketball official with the Michigan High School Athletic Association during the winter/spring seasons.
Employment History
Current Registrations
Fiduciary Financial Advisors
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Sunamerica Securities, INC.
Cadaret, Grant & CO., INC.Broker
Aig Equity Sales CORP.Broker
Sun Investment Services CompanyBroker
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.