Terry Hjort
Terry Hjort is a registered investment advisor at LPL Financial LLC, based in St. Cloud, MN, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3051 2nd Street S Ste 200, St. Cloud, MN, 56301
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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 has several outside business activities, including owning shares in Falk Lake Corporation, operating under DBAs for his LPL business, and owning farmland. He also engages in real estate rentals and insurance sales, including life insurance, long-term care, and disability insurance, dedicating a minimal amount of time to each, except for Hjort Financial Services Inc., which takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
State Registrations13 states
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