Terry Lester is a registered investment advisor at Mdx Wealth Management, based in Spicewood, TX, with 40 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 111 clients with $70M 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 | 2.50% |
Fees range between 0% and 2.50% of assets under management. All client fees are negotiable.
Fee Estimator
Location
Spicewood, TX
Get directionsHistory
Regulatory History (14)
Regulatory
May 2013Customer Dispute
June 2012Customer Dispute
May 2012Employment Separation After Allegations
November 2011Customer Dispute
March 2009Customer Dispute
March 2009Customer Dispute
October 2008Customer Dispute
February 2005Customer Dispute
August 1999Customer Dispute
January 1996Employment Separation After Allegations
April 1980Employment Separation After Allegations
January 1980Customer Dispute
January 1980Customer Dispute
July 1979Other Business Activities
Terry attends annual shareholder meetings for Lucas Petroleum Group, dedicating minimal time. He also serves as a trustee for two family member irrevocable trusts, spending a few hours per week on investment-related activities during business hours.
Employment History
Current Registrations
Mdx Wealth Management
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Oppenheimer & CO., INC.Broker
Cibc World MarketsBroker
State Registrations1 state
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.