Thomas Terraccino is a CFA-designated registered investment advisor at Prudent Growth Investments LLC, based in Natick, MA, with 1 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Location
209 W Central St, Ste 223, Natick, MA, 01760
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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 →Employment History
Current Registrations
Prudent Growth Investments LLC
Previous Registrations
Kondracki Advisory, LLC
State Registrations1 state
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