Thomas Terhaar
Thomas Terhaar is a CFP, ChFC-designated registered investment advisor at Conrad Siegel Investment Advisors, based in Harrisburg, PA, with 21 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 516 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
CSIA provides investment management services for an annual fee based on a percentage of the value of your investments. This fee does not include brokerage commissions or transaction fees. The annual fee for individual clients can be up to 0.90%. For the Pooled Employer Plan the fee is 0.35%. The fee is charged quarterly, based on the value of your investments at the end of the previous quarter. CSIA may also charge up to $3,000 for managing investments not on their recommended list.
CSIA also offers investment management through Siegel Select Portfolios (SSP) with a 0.25% annual fee, subject to a $240 minimum per account. Betterment charges an additional wrap fee ranging from 0.12% to 0.25%.
Location
501 Corporate Circle, Harrisburg, PA, 17110
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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
Conrad Siegel Investment Advisors
Previous Registrations
PNC Investments
Wells Fargo Advisors, LLC
State Registrations1 state
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