Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avisen Advisors offers financial planning services on an hourly consulting fee basis or a project-based fixed fee basis, or it may be included as part of the fee paid for investment management services. Fees may be negotiated based on a client's asset levels, service requirements or other factors in the Firm’s sole discretion.
Areas of Practice
Advisor Information
Office location
3620 American River Drive, Suite 145, Sacrament, CA, 95864
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.
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Terry is an investment advisor representative (IAR) at Avisen Advisors, LLC since 2002, working as a portfolio manager. This investment-related activity takes about a quarter of his time.