Assets Under Management
$399.4M
Number of Clients
2,087
Number of Advisors
8
Average Client AUM
$191K
AUM per Advisor
$49.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Terra Wealth Management offers personalized financial planning and discretionary/non-discretionary investment advisory services. They manage investments primarily through collective investment vehicles like mutual funds and ETFs. They may also recommend external managers or TAMPs. Client portfolios are tailored to individual financial situations and investment objectives.
400 West English Road, Ste 215, High Point, NC, 27262