TB
TB

Terry Bewley

8 Years of Experience
Sells Insurance

Terry Bewley is a registered investment advisor at Strongtower Wealth Management, Plc, based in Hot Springs, AR, with 8 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, Investment Management. Their firm serves 312 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
312 clients
Average Client Portfolio
$354K average
Assets Under Management
$110.5M

Fee Structure

Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,400
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee is up to 1.50% annually. There is a minimum monthly fee of $200, which may be waived or decreased at the advisor's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

450 W. Grand Ave, Hot Springs, AR, 71901

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Terry serves in the US Navy Reserves as a Chaplain since 2011 and is an independent insurance agent since 2017. He also works as a public speaker for churches and conferences, teaching on biblical and personal finances.

Employment History
Current Registrations
Strongtower Wealth Management, Plc
April 2018 - Present · 8 yrs
Previous Registrations
G. A. Repple & CompanyBroker
April 2017 - April 2018 · 1 yr
State Registrations3 states
ARMSTX
Advisor

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
No exam information available for this advisor.
Terry Bewley - Financial Advisor | TrueAdvisor