Dustin Terry
Dustin Terry is a registered investment advisor at Clear Harbor Wealth Management, based in Destin, FL, with 17 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 84 clients with $48M 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 | 1.85% |
| $1.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | Included |
Fees are negotiable. For amounts above $50,000,000, fees are customized.
Fee Estimator
Location
543 Harbor Blvd, Ste 501, Destin, FL, 32541
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2020Other Business ActivitiesSells Insurance
Dustin is involved in several outside business activities. He sells fixed insurance (dedicating minimal time), co-owns Dale E. Peterson Realty (but performs no functions for the business), and is the owner and general partner of Curio Capital Crypto Opportunities Fund GP, LLC (dedicating minimal time).
Employment History
Current Registrations
Clear Harbor Wealth Management
Previous Registrations
Great Point Capital LLCBroker
Center Street Advisors, INC.
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Clear Harbor Wealth Management, LLC
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
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.