Terra Wealth Management offers personalized financial planning and investment management services for individuals, high-net-worth clients, families, trusts, and businesses. Terra Wealth Management helps clients build customized portfolios using mutual funds, exchange-traded funds, and annuities, and may also recommend external managers or turnkey asset management programs when appropriate. In addition to managing portfolios, Terra Wealth Management provides comprehensive financial planning covering cash flow, retirement, estate, education savings, and personal savings. Terra Wealth Management takes a long-term approach to investing, carefully assessing each client's unique goals, risk tolerance, and tax situation before crafting a strategy.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Assets under management fees range up to 2.00% and are negotiable based on factors such as relationship size, services rendered, and complexity.