Terrence Asuncion
Terrence Asuncion is a registered investment advisor at Coppell Advisory Solutions LLC, based in San Jose, CA, with 4 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
San Jose, CA
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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 →Other Business ActivitiesSells Insurance
Terrence works as a Senior Planning Manager at Solaria, dedicating nearly full-time hours to this non-investment related role. He also works as an Insurance Agent at VG Capital Financial Services, spending about half his time and holding active licenses in Accident & Health and Life insurance.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
State Registrations1 state
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