Charles Terry is a CFP-designated registered investment advisor at Shepherd Wealth Partners, based in Waxhaw, NC, with 20 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 91 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally billed quarterly in advance and may be negotiated. The minimum annual fee is $2,000.
Fee Estimator
Contact
Charles Terry
Location
Waxhaw, NC
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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
Shepherd Wealth Partners
Previous Registrations
Ronald Blue & CO., 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
Additional Information
With a deep desire to teach time tested, Biblical principles of finance, Charles has spoken at various venues in the Charlotte area. He has served on numerous occasions as a Subject Matter Expert for the CFP® Board composing questions for the national exam. Prior to his career as an advisor, he served on staff with Young Life ministries, investing in the lives of high school students.
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