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.
10450 E Riggs Road, Suite 101, Sun Lakes, AZ, 85248
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Learn about disclosures →Eric is the owner of Bell Rock Consulting since 2021, providing sales/marketing and software consulting services. He dedicates minimal time to this activity.