Terrence Kotsatos is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Albany, CA, with 29 years of industry experience. Terrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
1301 Solano Ave Suite 201, Albany, CA, 94706
Get directionsHistory
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
Edward JonesBroker
Edward Jones
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Metlife Investors Distribution CompanyBroker
Planco Financial Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations16 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.
Exams
More Advisors
- Sarah Green, CFPFarm Girl Capital LLC
- Thinh Nguyen, CFPFog City Advisors, LLC
- Jason Vitucci, CFPOsaic Wealth, INC.
- Grace Reyes, ChFCOsaic Wealth, INC.
- Mark Pingree, CFPFog City Advisors, LLC