Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The fee for portfolio management is the greater of a percentage of assets (not exceeding 1.50% annually) or a minimum monthly fee of $200, which advisors can waive or decrease. Financial planning fees can be fixed, monthly subscription, or included with the AUM fee, and are negotiable. Clients may also incur fees and expenses charged by mutual funds and ETFs. A minimum account size of $200,000 is generally required, but exceptions can be made.
Areas of Practice
Advisor Information
Office location
450 W. Grand Ave, Hot Springs, AR, 71901
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 ActivitiesSells Insurance
Terry serves in the US Navy Reserves as a Chaplain since 2011 and is an independent insurance agent since 2017. He also works as a public speaker for churches and conferences, teaching on biblical and personal finances.