Terence Ward
Terence Ward is a registered investment advisor at Advisors Asset Management, INC., based in Nashville, TN, with 6 years of industry experience. Terence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,867 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.
Location
Nashville, TN
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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 →Other Business Activities
Terence owns long-term rental property in Chicago since 2019, spending a few hours per week on it. He also rents out an apartment through Airbnb and VRBO as CEO of Terry Ward Airbnb, dedicating minimal time to this activity.
Employment History
Current Registrations
Advisors Asset Management, INC.
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
State Registrations3 states
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