Terry Scipio
Terry Scipio is a registered investment advisor at Scipio Financial LLC, based in Summerville, SC, with 14 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
700 Nexton Square Drive, Summerville, SC, 29486
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2017Other Business ActivitiesSells Insurance
Terry is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. This activity takes about 10% of his time.
Employment History
Current Registrations
Scipio Financial LLC
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Nylife Securities LLCBroker
PFS Investments INC.Broker
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.