Terrell Advisors, LLC, operating as Dentist Exit Planning, offers investment advice and financial planning services. This includes reviewing client investment goals, recommending asset allocation strategies, and preparing written investment strategies. They also provide financial planning consulting services such as risk assessment, investment planning, estate planning, and financial organization. Tax planning is included in ongoing work for clients. They work with individuals and high net worth individuals.
Assets Under Management$6.8M
Clients9
Advisors1
Avg. per Client$760K
Avg. per Advisor$6.8M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This rate applies to asset management via AssetMark (Non-Wrap Accounts) and Altruist Financial, LLC (Wrap Accounts).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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