Terry Hershey is a ChFC-designated registered investment advisor at Integrated Advisors, based in Boise, ID, with 27 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 82 clients with $49M 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 $250K | 1.35% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.00% |
Fees are negotiable and may be lower based on various factors.
Fee Estimator
Location
4346 W. Rose Hill Street, Suite A, Boise, ID, 83705
Get directionsHistory
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 ActivitiesSells Insurance
Terry is a sole proprietor offering fixed life and health insurance products and has been an insurance agent since 2002, dedicating minimal time to this. Terry also spends a few hours per week assisting Kitty Hawk Technology, LLC, a software company owned by his son, with business planning and administrative services.
Employment History
Current Registrations
Integrated Advisors
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Morgan Stanley
Morgan StanleyBroker
Investment Advisors
Proequities, INC.Broker
Sawtooth Securities, LLCBroker
Edward JonesBroker
State Registrations2 states
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