Terry Niles is a CFP-designated registered investment advisor at Niles Asset Management, INC, based in Plsttsburgh, NY, with 3 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 233 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Niles Asset Management may manage your investments as part of an advisory service agreement or an investment management agreement. The annual fee is 1.25% of equity/balanced investments and 1% of fixed income investments. These fees are negotiable. There is a minimum account size of $100,000, which equates to a $1,250 annual fee. If an account falls below $10,000, the minimum annual fee of 1.25% is still charged.
Location
65 Court St, Plsttsburgh, NY, 12901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terry owns Niles and Sons, LLC, which includes rental property and a restaurant, since 2021. Terry spends minimal time supervising the manager.
Employment History
Current Registrations
Niles Asset Management, INC
State Registrations1 state
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