AT
CFP
AT
CFP

Alexandros P Terzis

18 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
172 advisors
Number of Clients
3,279 clients
Average Client Portfolio
$462K average
Assets Under Management
$1.5B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.80%
$500K - $1.0M1.60%
$1.0M - $5.0M1.35%
$5M+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1101 W Washington St., 1st Floor, Tempe, AZ, 85281

Get directions

History

Regulatory History
Clean regulatory record

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
U.S. Bancorp Advisors, LLC
February 2020 - Present · 6 yrs
U.S. Bancorp Advisors, LLCBroker
February 2020 - Present · 6 yrs
U.S. Bancorp Advisors, LLC
February 2020 - Present · 6 yrs
Previous Registrations
USAA Investment Management Company
January 2018 - March 2020 · 2 yrs 2 mos
USAA Financial Planning Services
May 2015 - January 2018 · 2 yrs 8 mos
USAA Financial Advisors, INC.Broker
April 2015 - February 2020 · 4 yrs 10 mos
Financial Engines Advisors L.L.C.
April 2012 - March 2015 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2011 - March 2012 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - March 2012 · 6 mos
Vanguard Marketing CorporationBroker
February 2007 - September 2011 · 4 yrs 7 mos
Edward Jones
January 2007 - January 2007 · 0 mos
Edward JonesBroker
November 2006 - January 2007 · 2 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.