Terrion Advisors is a registered investment advisor based in Sandy, Utah, founded in 2008 and wholly owned by John Michael Terrion. Terrion Advisors offers continuous and non-continuous individual portfolio management, pension consulting, financial planning, and targeted consulting services. Portfolio management is conducted with the authority to make trades without asking first, tailored to each client's specific goals, time horizons, risk tolerance, and tax considerations. Investment recommendations cover a broad range of products including exchange-listed securities, over-the-counter securities, corporate debt, commercial paper, certificates of deposit, municipal securities, variable annuities, mutual funds, U.S. government securities, and real estate partnership interests. Terrion Advisors also provides comprehensive financial planning covering personal records, tax and cash flow, investments, retirement, death and disability, and estate planning, delivered through written reports. Additionally, the firm offers pension consulting services to retirement plans and targeted consulting on specific financial topics.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiated based on relationship tenure, portfolio size, or multiple service engagements.