Terril & Company offers investment advice and consulting to clients, creating personalized portfolio strategies based on their individual goals, circumstances, and risk tolerance. Terril selects investments from a range of options, including stocks, bonds, and real estate. Terril manages client assets on a discretionary basis, meaning they make investment decisions without asking for permission each time.
Assets Under Management$860M
Clients470
Advisors5
Avg. per Client$1.8M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are guidelines only and may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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