Terra Nova Asset Management provides ongoing investment management based on your individual needs. They work with you to understand your goals, risk tolerance, and time horizon to create a personalized investment plan. Terra Nova manages accounts on a discretionary basis, meaning they can make trades without asking you first, but you can place reasonable restrictions on investments.
Assets Under Management$200M
Clients68
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Terra Nova Asset Management's annual fees for investment management are a percentage of the value of your portfolio, ranging from 0.65% to 1.50%. Fees are calculated and billed quarterly. A minimum portfolio size of $1,000,000 is required, but this may be negotiable. There is also a $2,500 minimum annual fee per account.
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