Terrance Green is a CFP-designated registered investment advisor at Blue Water Capital Management, LLC, based in Apex, NC, with 23 years of industry experience. Terrance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 106 clients with $160M 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 $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $8.0M | 0.40% |
| $8M+ | 0.20% |
There is a minimum quarterly fee of $2,500. Households with less than $1.25 million may be subject to a minimum balance fee higher than the standard schedule. Flat fees are also available upon request.
Fee Estimator
Location
315 S Salem Street, #422, Apex, NC, 27502
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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 →Employment History
Current Registrations
Blue Water Capital Management, LLC
Previous Registrations
Capital Financial Advisors
Collaborative Wealth Strategies Group, INC.
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.
Exams
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