Jeb Terry is a registered investment advisor at Aberdeen Investment Management, LLC, based in Dallas, TX, with 22 years of industry experience. Jeb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $6.9M 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 | 2.50% |
Fees are generally not negotiable. Clients also pay a quarterly performance fee of up to 10% of net profits.
Fee Estimator
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Aberdeen Investment Management, LLC
State Registrations1 state
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