Terry Dorrity
Terry Dorrity is a registered investment advisor at Fidelity Capital Management CORP, based in Alburtis, PA, with 24 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Location
Alburtis, PA
Get directionsHistory
Regulatory History (3)
Regulatory
April 2013Customer Dispute
May 2001Regulatory
October 2000Other Business Activities
Terry owns KelsBuds Inc., which operates Bone's Pizza and Bone's Twisted Sister yogurt and smoothie shop, dedicating about 10-20% of his time to these businesses. Terry also has 25% ownership in Men of Means Inc., which owns a condo in Florida.
Employment History
Current Registrations
Fidelity Capital Management CORP
Previous Registrations
A.S. Goldmen & CO., INC.Broker
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.