Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.40% |
| $12.5M - $15.0M | 0.30% |
| $15.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fee Estimator
For financial planning/wealth management, the initial plan development fee ranges from $1,200 to $5,000 (plus sales tax). Management services for outside trust accounts range from $500 to $1,000 per account annually, plus sales tax. For selection of other advisers, fees are asset-based (see table below). Employer retirement plan service fees are negotiated on a case-by-case basis. The fees that you pay to our firm for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds or exchange traded funds.
Areas of Practice
Advisor Information
Office location
719 West Kemp, P.O. Box 487, Watertown, SD, 57201-0487
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Terry is the president of a state-registered RIA, Terry Peschl & Associates, Inc., providing financial planning advice and services for about full-time hours. Terry also owns rental properties, dedicating minimal time to this activity.