Terri Herring is a registered investment advisor at Nobles & Richards Advisors, LLC, based in Plano, TX, with 15 years of industry experience. Terri is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Estate Planning, and 6 more. Their firm serves 128 clients with $34M 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees for amounts over $15,000,001 are negotiable. Accounts held at American Funds are billed at 0.75%. SEI program accounts range from 0.50% to 1.00%.
Fee Estimator
Location
801 E. Plano Pkwy, Suite 220, Plano, TX, 75074
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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
Nobles & Richards Advisors, LLC
Xlii Financial Services LLCBroker
Nobles & Richards, INC.
Nobles & Richards, INC.Broker
Previous Registrations
Petrogrowth Energy Advisors, L.L.C.Broker
Evolve Securities, INC.Broker
State Registrations3 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
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