Terry Rau is a CFA-designated registered investment advisor at Sequence Analytix, LLC, based in Mattawan, MI, with 7 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 34 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The maximum annual management fee is 0.50% of your portfolio. Fees are negotiable and subject to a minimum annual fee of $500.
Fee Estimator
Location
Mattawan, MI
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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.
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Current Registrations
Sequence Analytix, LLC
State Registrations1 state
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Exams
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