Terrence Palazzolo is a CFP-designated registered investment advisor at Griffin Black, LLC, based in Redwood City, CA, with 8 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 171 clients with $360M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.35% |
Standalone investment management schedule. Holistic Wealth Management schedule uses different tier rates (1.00%, 0.80%, 0.60%, 0.40%). International clients have a separate schedule starting at 1.25%.
Fee Estimator
Location
702 Marshall Street, Suite 411, Redwood City, CA, 94063
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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 →Employment History
Current Registrations
Griffin Black, LLC
Previous Registrations
Invest by Doing, LLC
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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