Brice Terbeest
Brice Terbeest is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Ripon, WI, with 11 years of industry experience. Brice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
608 E Fond du Lac St, Ripon, WI, 54971
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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 ActivitiesSells Insurance
Brice is an Investment Advisor Representative with Pericles Financial Services, spending nearly full-time on securities trading and selling life insurance, annuities, and long-term care insurance. He also serves as an Affiliated Advisor with Tenacity Advisory Group and as President of Ripon Main Street, dedicating minimal time to the latter.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations12 states
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