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Terry Salomon
16 Years of Experience
Phoenix, AZ
1 Disclosure
Terry Salomon is a registered investment advisor at T.A. Salomon Asset Management PLLC, based in Phoenix, AZ, with 16 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 45 clients with $30M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
45 clients
Average Client Portfolio
$667K average
Assets Under Management
$30.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Phoenix, AZ
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Regulatory History (1)
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Employment Separation After Allegations
March 2012Employment History
Current Registrations
T.A. Salomon Asset Management PLLC
May 2013 - Present · 13 yrs
Previous Registrations
Beacon Pointe Wealth Advisors, LLC
June 2012 - June 2013 · 1 yr
Wells Fargo Advisors, LLC
January 2011 - March 2012 · 1 yr 2 mos
Wells Fargo Investments, LLC
February 2009 - January 2011 · 1 yr 11 mos
State Registrations1 state
AZ
Advisor
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
No exam information available for this advisor.