Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $50.0M | 0.30% |
| $50M+ | 0.30% |
Fees negotiable for assets greater than $50,000,000.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, as detailed in the fee schedule. These fees are negotiable. Wealth planning and management fees can be based on AUM, fixed retainer fees, or hourly fees. Financial planning services are offered for a fixed one-time fee, an ongoing flat fee, or hourly rates ranging from $50 to $500 per hour, depending on complexity and staff level. The minimum account size for Investment Management and Consulting Services is $250,000.
Areas of Practice
Advisor Information
Office location
6565 Americas Parkway NE, Suite 200, Albuquerque, NM, 87110
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 acts as an agent for family trusts, managing real property assets, dedicating minimal time to this role. Terry is also a New Mexico notary, spending minimal time notarizing signatures.