Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Terra Wealth charges an annual advisory fee based on assets under management, average daily balance, or a flat dollar fee, up to 2.00%. Fees are negotiable based on the relationship size, services rendered, and complexity. Financial planning services may be included in the annual advisory fee or offered separately at an hourly rate ($250-$500) or a flat fee. A minimum relationship size of $50,000 is generally required, but may be waived.
Areas of Practice
Advisor Information
Office location
Vancouver, WA
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.
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Dawn is the president of Dawn Campbell Consulting, providing due diligence and sales support to RIAs related to alternative real estate and qualified opportunity zone products. This takes about a quarter of her time.