Terry Sherrill
Terry Sherrill is a CFP, ChFC-designated registered investment advisor at Northrock Partners, LLC, based in Roseville, CA, with 25 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 2,698 clients with $6.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NorthRock Partners manages investment portfolios for clients, charging a fee based on a percentage of the assets they manage. This fee generally ranges from 0.50% to 1.25% per year, depending on the size and complexity of the client relationship. For assets held at Charles Schwab or Fidelity and managed directly by NorthRock, an additional 0.25% is charged to cover brokerage and transaction fees, bringing the total fee to 0.75% - 1.50% annually. Some clients are billed in arrears, with fees ranging from 0.45% to 0.90% based on the amount of assets managed.
Location
3741 Douglas Blvd, Suite 290, Roseville, CA, 95661-4271
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Regulatory History (1)
Customer Dispute
October 2022Employment History
Current Registrations
Northrock Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ids Life Insurance CompanyBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Morgan Stanley Dw INC.Broker
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.