Brett Terrell
Brett Terrell is a registered investment advisor at Terrell Financial Group, based in Metairie, LA, with 17 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 145 clients with $19M 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 $100K | 1.50% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
3045 Ridgelake Drive, Suite 301, Metairie, LA, 70002
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Brett is an insurance agent and owner of Asset Protection Specialties, LLC, selling insurance products since 2008. This activity takes about a quarter of his time.
Employment History
Current Registrations
Terrell Financial Group
State Registrations1 state
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.