Terri Propp
Terri Propp is a CFP-designated registered investment advisor at Global Wealth Strategies and Associates, LLC, based in Denver, CO, with 14 years of industry experience. Terri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 925 clients with $460M 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% |
Maximum annual fee is 1.50%. Specific fees are set in your agreement and may vary based on account size and portfolio complexity. A $1,500 annual minimum fee applies.
Fee Estimator
Location
3200 Cherry Creek South Drive, Suite 280, Denver, CO, 80209
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2013Employment History
Current Registrations
Global Wealth Strategies and Associates, LLC
Previous Registrations
Colorado Wealth Group LLC
Gill Capital Partners
Wealth Legacy Institute, INC.
Wagner Wealth Management, LLC
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.
Exams
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