Terry Conner is a CFP-designated registered investment advisor at Prime Capital Financial, based in Springfield, MO, with 24 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B 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 | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
1835 E Republic Rd, #104, Springfield, MO, 65804
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 Activities
Terry is a 50% owner of real estate and a 90% owner of Oak Crest Investment Advisors, where he spends full-time hours. He also holds ownership positions in CHHSZ Holdings, LLC and Fritz's Adventure, and is the Vice President of a non-profit foundation.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Financial Engines Advisors L.L.C.
Financial Engines Advisor Center, LLC
The Mutual Fund Store
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.
Exams
More Advisors
- Brandon Lee, CFPPrime Capital Financial
- Collin Gimlin, CFPPrime Capital Financial
- James Lewis, CFPCetera Investment Advisers LLC
- Eric Mcguire, CFPPension Consultants INC
- Jarrett Paoni, CFPForvis Mazars Wealth Advisors, LLC
- Eric Peterson, CFPCommonwealth Financial Network