Marcus Terdik is a registered investment advisor at Piedmont Private Wealth, LLC, based in Raleigh, NC, with 19 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 56 clients with $110M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Raleigh, NC
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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
Marcus is the principal/owner of Piedmont Private Wealth, LLC, a wealth management firm, dedicating nearly full-time hours to this activity. He also serves on the Board of Governors for North Ridge Country Club, advising on strategic planning initiatives, which takes a few hours per week.
Employment History
Current Registrations
Piedmont Private Wealth, LLC
Previous Registrations
Capital Investment Group, INC.Broker
Capital Investment Advisory Services, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Bacap Distributors, LLCBroker
State Registrations2 states
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.