Terry George Feil

Avisen Advisors, LLC

48 Years of Experience

Broker

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Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment ManagementHigh Net Worth

Avisen Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

190 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$356.1M

Fee Structure

Minimum Investment:$50K

Minimum Annual Fee:$1,000

Location

3620 American River Drive, Suite 145, Sacrament, CA, 95864

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Terry is an investment advisor representative (IAR) at Avisen Advisors, LLC since 2002, working as a portfolio manager. This investment-related activity takes about a quarter of his time.