Terrence Cicero is a CFP-designated registered investment advisor at Dhjj Financial Advisors, based in St. Charles, IL, with 19 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 431 clients with $620M 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 |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Portfolios under $250,000 are charged an annual fee of 1.75%. Fees are calculated using a straight percentage method rather than tiered rates.
Fee Estimator
Location
St. Charles, IL
Get directionsHistory
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
Dhjj Financial Advisors
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
More Advisors
- Katherine Byrne, CFPDhjj Financial Advisors
- Camilla Corso, CFPDhjj Financial Advisors
- Trent Fifield, CFPNorthcoast Asset Management LLC
- Gerard Korabik, CFPSavant Wealth Management
- Gabriel Gonzalez, CFPSavant Wealth Management
- James Vanderbilt, CFPIndependent Advisor Alliance, LLC