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
400 West English Road, Ste 215, High Point, NC, 27262
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
Jeffery owns Daline Enterprises & Daline Group and is an affiliate for HLTH Code, spending minimal time on each. He is also an author/speaker, dedicating about 10-20% of his time to marketing books, information products, and speaking events, and works nearly full-time as a structural design engineer for Huskey Truss and Building Supply, Inc. In addition, Jeffery spends about 10% of his time on insurance sales.