Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $750 to $15,000, depending on complexity. Hourly financial planning consulting is available at $100-$300 per hour. Portfolio management fees are based on a percentage of assets under management, as detailed in the fee schedule. Pension consulting fees are negotiated on a case-by-case basis and can be asset-based, flat, or one-time fees. Subadvisors also charge separate fees.
Areas of Practice
Advisor Information
Office location
250 South 5th Street, Suite 600, Boise, ID, 83702
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
Desiree owns Terry's Truck & RV Accessories, an RV repair and accessories sales business, since March 2022. This activity is not investment-related and requires minimal time.