TerraNorth Investment Management offers ongoing investment management services. They work with clients to understand their financial situation, investment goals, and risk tolerance. They actively monitor accounts and provide advice on buying, selling, or holding investments. Clients can place reasonable restrictions on their accounts. TerraNorth primarily advises on ETFs, exchange-listed securities, options, foreign issues, and fixed income positions.
Assets Under Management$91K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$91K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on the type of client, the complexity of the client's situation, and the relationship of the client with the investment adviser representative.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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