Terrell Financial Group (TFG) offers financial planning and investment management services. Financial planning covers areas like setting financial goals, managing cash flow, tax planning, insurance review, education funding, retirement planning, and estate planning. TFG also offers investment management services where they manage client portfolios based on their goals, risk tolerance, and time horizon. TFG may use third-party money managers and receive referral fees.
Assets Under Management$19M
Clients145
Advisors1
Avg. per Client$130K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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