Terrance Hennessy
Terrance Hennessy is a CFP-designated registered investment advisor at Graver Capital Management, LLC, based in Columbus, OH, with 5 years of industry experience. Terrance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 186 clients with $150M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Assets placed in alternative investments will be charged 0.25%. Fees may be negotiable.
Fee Estimator
Location
1550 Old Henderson Road, Suite E-273, Columbus, OH, 43220
Get directionsHistory
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
Terrance sells fixed/traditional insurance products, dedicating a few hours per week to this activity. He also works as a manager at Claire de Leigh restaurant, spending minimal time on this role.
Employment History
Current Registrations
Graver Capital Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Northwestern Mutual Investment Services, LLCBroker
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.