Terrence Rocks
Terrence Rocks is a registered investment advisor at Inspire Advisors, LLC, based in Meridian, ID, with 10 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,809 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.
Location
3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646
Get directionsHistory
Regulatory History (4)
Regulatory
July 2015Criminal
October 1999Criminal
March 1997Criminal
September 1996Other Business ActivitiesSells Insurance
Terrence co-founded Brevard Youth Network and serves on its board, is a producing general agent for Ohio National Financial Services, and owns The Makaid Group (consulting) and Florida Wealth College Inc. He is also a general agent for Guardian Life Insurance and owner/agent of Teleios Financial Partners LLC, a life insurance business; these insurance activities take about a quarter of his time.
Employment History
Current Registrations
Inspire Advisors, LLC
Previous Registrations
Inspire Advisors, LLC
G. A. Repple & Company
State Registrations1 state
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.