Terrence Jack is a CFA-designated registered investment advisor at Sugar Maple Asset Management, LLC, based in Sister Bay, WI, with 10 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 205 clients with $260M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10,000,000. An additional 0.40% may be charged for assets held in an irrevocable trust. A separate individual stock portfolio includes an additional 0.25% fee.
Fee Estimator
Location
2580 S Bay Shore Drive, Suite C, Sister Bay, WI, 54234
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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 →Other Business Activities
Terrence is the Chief Investment Officer of Cavu Capital Partners, LLC, dedicating a few hours per week to this role. He also acts as an expert witness for securities trials, spending minimal time on this activity, and works a few hours per week as a Wealth Liaison for Fortifi Bank, qualifying referrals to Sugar Maple Asset Management.
Employment History
Current Registrations
Sugar Maple Asset Management, LLC
State Registrations2 states
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