Terry Wengert
Terry Wengert is a registered investment advisor at Summit Global Investments, LLC, based in Bountiful, UT, with 31 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 6,923 clients with $1.9B 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 | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
Fees may be lowered based on client's investment objectives, risk, and suitability, and how assets are allocated.
Fee Estimator
Location
620 South Main Street, Bountiful, UT, 84010
Get directionsHistory
Regulatory History (1)
Regulatory
May 2010Other Business ActivitiesSells Insurance
Terry is a Registered Investment Advisor with Summit Global Investments, dedicating full-time hours to this role. He also receives trails and processes vested renewals as an agent with World Financial Group Insurance Agency, and manages several real estate and ranching businesses.
Employment History
Current Registrations
Summit Global Investments, LLC
Previous Registrations
Verity Investments, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
Intersecurities, INC.
Intersecurities, INC.
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations1 state
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.