Terry Hastings
Terry Hastings is a registered investment advisor at Global View Capital Management LLC, based in Addison, TX, with 9 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,819 clients with $780M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.
Fee Estimator
Location
Addison, TX
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Regulatory History (1)
Employment Separation After Allegations
July 2017Other Business ActivitiesSells Insurance
Terry drives for Uber, dedicating about 10-20% of their time. Terry also works as an independent contractor for Global View Capital Advisors, marketing insurance and advisory services, and as an insurance agent for Experior Financial Group, selling life products and annuities; these roles each take about a quarter of Terry's time.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
Colorado Financial Service Corporation
Generations Wealth Planning LLC
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
MML Investors 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.
Exams
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