Lisa Terk
Lisa Terk is a registered investment advisor at US Capital Global Wealth Management, LLC, based in San Francisco, CA, with 16 years of industry experience. Lisa 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 50 clients with $25M 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 | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Financial Planning services are included in the above fees. Different fee structures may be available upon request. US Capital will not enter into a contract that will charge an asset-based fee of more than 3% annually.
Fee Estimator
Location
1 Ferry Building suite 201, San Francisco, CA, 94111
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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
Lisa is registered as an Investment Advisor with US Capital Global Wealth Management since February 2022. She also works as a business consultant and makes referrals for Insperity, dedicating minimal time to this activity.
Employment History
Current Registrations
US Capital Global Wealth Management, LLC
US Capital Global Securities, LLCBroker
US Capital Global Securities, LLC
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Whitehall-Parker Securities, INC.Broker
Whitehall-Parker Securities, INC
Ardour Capital Investments, LLCBroker
Century Pacific Securities, INC.Broker
U.S. Financial Investments, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Redwood Securities Group, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations5 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.