Ternary Advisory Group provides investment advice and ongoing monitoring to clients. They work with individuals, pension plans, and corporate/trust accounts. They create a financial plan to meet each client's goals, using in-person meetings and a review of financial documents to develop an investment policy. They offer advice on tax and cash flow management, estate planning, retirement, and investments, and may also focus on specific areas like retirement or education planning. Generally, they advise on open-end mutual funds and exchange-traded funds.
Assets Under Management$170M
Clients243
Advisors3
Avg. per Client$710K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.35% |
| $200K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fee schedule is negotiable depending on the complexity of the client’s plan and the investment style utilized.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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