DT
DT

Danny Tervol

29 Years of Experience
Springfield, MO
Broker

Danny Tervol is a registered investment advisor at Andrew Garrett, INC., based in Springfield, MO, with 29 years of industry experience. Danny is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,122 clients with $520M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,122 clients
Average Client Portfolio
$465K average
Assets Under Management
$521.3M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.80%

Maximum annual fee is 2.80% across programs. Fees are negotiable based on account type, size, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2101 West Chesterfield Blvd, building c 102, Springfield, MO, 65807

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Andrew Garrett, INC.
February 2017 - Present · 9 yrs 8 mos
Andrew Garrett INC.Broker
June 1997 - Present · 29 yrs 4 mos
State Registrations19 states
ARCACOCTFLGAHIIAILKSKYLAMIMNMONCNMTNTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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