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Kurt Terrien

Clarkston Capital Partners, LLC
11 Years of Experience
Rochester, MI
Broker
View SEC Summary
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Kurt Terrien is a registered investment advisor at Clarkston Capital Partners, LLC, based in Rochester, MI, with 11 years of industry experience. Kurt is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 142 clients with $1.7B in assets under management.

Clarkston Capital Partners, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
142 clients
Average Client Portfolio
$12.0M average
Assets Under Management
$1.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable. If assets are invested in a Clarkston Fund, those assets are subject to the fees and charges applicable to all shareholders in that Clarkston Fund.

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

303 East Third Street, Suite 110, Rochester, MI, 48307

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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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Other Business Activities

Kurt is the Chief Administrative Officer at Clarkston Capital Partners, spending full-time hours overseeing back office operations, middle office support, trading, and IT. He is also a Registered Representative at ALPS Distributors Inc, dedicating full-time hours to trading activities.

Employment History
Current Registrations
Clarkston Capital Partners, LLC
July 2017 - Present · 9 yrs 3 mos
Alps Distributors, INC.Broker
August 2015 - Present · 11 yrs 2 mos
State Registrations21 states
ALAZCACOCTFLGAILINMAMIMNMOMSNCNYOHPASCTXWI
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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