Teradime Financial offers customized investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and institutional clients. Teradime creates investment strategies based on client goals, risk tolerance, and financial situations, typically using exchange-traded funds. They also offer financial planning services covering areas like retirement, education savings, and charitable giving. Clients are not obligated to implement any recommendations.
Assets Under Management$29M
Clients20
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees may be negotiable. The Advisor requires a minimum relationship size of $500,000. Such relationships are charged a fee not to exceed 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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