| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be negotiable.
2400 E. 25th Street, Idaho Falls, ID, 83404
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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 →Terry is a partner and CPA at Parry Roe & Company PLLC, a CPA firm, dedicating nearly full-time hours to this role since 1991. He is also a manager at Onyx Financial Consulting LLC and president/owner of TD Financial Inc., spending about 10-20% of his time and a few hours per week, respectively, on these businesses.