TerraFirma Wealth Partners offers wealth management services, including investment management and financial planning, to individuals and high net worth individuals. TerraFirma creates customized investment portfolios using mutual funds, exchange-traded funds (ETFs), and individual stocks. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs. TerraFirma may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$110M
Clients90
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$54M
terrafirmawealth.com ·www.linkedin.com/company/terrafirma-wealth-part... ·www.facebook.com/terrafirma.wealth
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.15% |
| $750K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...