John Terrion
John Terrion is a CFP-designated registered investment advisor at Terrion Advisors, INC., based in Sandy, UT, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 63 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable based on the tenure of the relationship, amount of assets being managed, or if the client engages multiple areas of management.
Fee Estimator
Location
8307 S. 700 E., Sandy, UT, 84070
Get directionsHistory
Regulatory History (1)
Criminal
December 2023Other Business ActivitiesSells Insurance
John owns Terrion Insurance Agency, Franz & Associates Insurance, and SBSP Investment Properties, LLC. He dedicates a few hours per week to these businesses for management, accounting, and minor sales and service activities.
Employment History
Current Registrations
Terrion Advisors, INC.
Previous Registrations
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations2 states
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.