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 $1.0M | 1.00% |
| $1M+ | 0.50% |
Fee Estimator
Wealth management fees are 1.00% per year on the first $1,000,000 and 0.50% on assets above $1,000,000. The minimum annual wealth management fee is $5,000. Financial planning fees range from $1,000 to $5,000, depending on complexity. These fees may be negotiable. Investment management fees for ERISA plans are 1.00% on the first $1,000,000 and 0.50% on assets above $1,000,000, with a $2,500 minimum. Retirement plan services fees for ERISA plans are 0.50% on the first $5,000,000 and 0.25% on assets above $5,000,000, with a $2,500 minimum.
Areas of Practice
Advisor Information
Office location
2400 E. 25th Street, Idaho Falls, ID, 83404
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 a partner and CPA at Parry Roe & Company PLLC, a CPA firm, dedicating nearly full-time hours to this role since 1991. He is also a manager at Onyx Financial Consulting LLC and president/owner of TD Financial Inc., spending about 10-20% of his time and a few hours per week, respectively, on these businesses.