Chad Terry
Chad Terry is a CFP-designated registered investment advisor at Private Client Services, LLC, based in West Des Moines, IA, with 27 years of industry experience. Chad 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1245 Jordan Creek Parkway, Suite 140, West Des Moines, IA, 50266
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 →Employment History
Current Registrations
Private Client Services, LLCBroker
Nicolet Wealth Management
Previous Registrations
Integrity Alliance, LLC.Broker
Brokers International Financial Services, LLC.Broker
Legacy Financial Group
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Principal Funds Distributor, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Directed Services, INC.Broker
The Masters
Vsr Financial Services, INC.Broker
The Masters, INC.
Successful Resource Management, LTD.
Cambridge Investment Research, INC.Broker
AXA Advisors, LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.
Exams
More Advisors
- Tiffany Scharfenkamp, CFPGilbert & Cook, INC.
- Matthew Roberts, CFPSyverson Strege
- Valerie Krier, ChFCFbl Wealth Management, LLC
- Kevin Mclean, CFASyverson Strege
- Todd Doorenbos, CFA
- Ashlee Vieregger, CFPFoster Group, INC.