Terry Rogers is a registered investment advisor at Verus Capital Partners, LLC, based in Huntsville, AL, with 1 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B 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 | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
Huntsville, AL
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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 Activities
Terry is the owner and president of Advanced Accounting, Inc. since 2005, dedicating a full-time equivalent to the accounting practice. Terry also owns one-third of Masters Management, Inc., a dentist practice management business, spending minimal time on it.
Employment History
Current Registrations
Verus Capital Partners, LLC
State Registrations1 state
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