Terry McDaniel & Company is an investment counseling firm that manages stock and bond portfolios for individuals, retirement accounts, trusts, estates, and charitable organizations. The firm structures each portfolio separately based on the client's investment return, risk tolerance, and other requirements, considering their income, total assets, insurance coverage, tax situation, and family matters. They invest in individual company stocks and bonds, including U.S. Government bonds, and sometimes use mutual funds for smaller portfolios.
Assets Under Management$1.8B
Clients380
Advisors7
Avg. per Client$4.7M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $25.0M | 0.75% |
| $25.0M - $100.0M | 0.50% |
| $100M+ | 0.25% |
Fees are negotiable in certain instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...