Terry Roberts is a registered investment advisor at Pck Investments, based in Martindale, TX, with 13 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67 clients with $32M 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 $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $500K | 0.30% |
| $500K+ | 0.20% |
Advisor fees are negotiable, but the combination of advisor and custodial fees will not exceed 1% annually. Custodial fees are lower for agreements after July 1, 2014: First $500,000 is 0.30%, over $500,000 is 0.20%.
Fee Estimator
Location
Martindale, TX
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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 →Employment History
Current Registrations
Pck Investments
Previous Registrations
Aig Retirement Advisors, INC.
State Registrations1 state
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