Terry Wheeler
Terry Wheeler is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Evansville, IN, with 30 years of industry experience. Terry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
7300 Eagle Crest Blvd, Evansville, IN, 47715
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2002Other Business Activities
Terry is a product distributor for NuSkin, a board member for the Hugh E. Sandefur Training Center, a general partner/managing member and owner of Wheeler Enterprises LLP, a director for Evansville Christian Life Center, and a general partner/managing member of VJO LLC. These activities require minimal time commitment.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Investors Capital CORP.Broker
Investors Capital Advisory
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Compass Capital Asset Management
Uvest Financial Services Group, INC.Broker
Natcity Investments, INC.
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
State Registrations36 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
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