Terrance Hutchins
Terrance Hutchins is a CFP-designated registered investment advisor at Stevens Capital Partners, based in Omaha, NE, with 16 years of industry experience. Terrance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 582 clients with $600M 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 $375K | Included |
| $375K+ | 1.35% |
For accounts managed directly by Stevens Capital Partners, there is a flat fee of $5,000 for accounts valued at $375,000 or less. The annual fees are negotiable, pro-rated and paid in advance on a quarterly basis.
Fee Estimator
Contact
Terrance Hutchins
Location
15514 Spaulding Plaza, Suite D02, Omaha, NE, 68116
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2023Other Business Activities
Terrance works as a tax preparer for Logos Tax and Business Solutions, dedicating about 10-20% of his time. He prepares tax returns for individuals and businesses and is pursuing becoming an enrolled agent.
Employment History
Current Registrations
Stevens Capital Partners
Previous Registrations
Logos Financial Group
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.