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Terence Reilly

16 Years of Experience
Suwanee, GA

Terence Reilly is a registered investment advisor at Blackthorn Asset Management LLC, based in Suwanee, GA, with 16 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. Their firm serves 45 clients with $81M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
45 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$80.9M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.50%

Blackthorn may negotiate special fee arrangements where appropriate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Suwanee, GA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Blackthorn Asset Management LLC
July 2009 - Present · 16 yrs 10 mos
State Registrations1 state
GA
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.