Terri Kontney is a registered investment advisor at Mfg Wealth Management, INC., based in Indianapolis, IN, with 24 years of industry experience. Terri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 346 clients with $110M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K+ | 1.00% |
Negotiable annual fee ranges from 1% to 2%, depending on the size and complexity of a client's account.
Fee Estimator
Location
6920 South East Street, Indianapolis, IN, 46227
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Terri works as an investment adviser representative and executive assistant at MFG Wealth Management, LLC since 2003. This takes nearly full-time, with 100 hours per month spent during trading hours.
Employment History
Current Registrations
Mfg Wealth Management, INC.
Previous Registrations
American General Securities Incorporated
State Registrations2 states
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