Terry Peschl & Associates, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Terry Peschl & Associates, Inc. offers financial planning/wealth management, selection of other advisers, and retirement plan services. Financial planning is ongoing and tailored to individual needs. They may recommend third-party money managers and provide employer retirement plan services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.40% |
| $12.5M - $15.0M | 0.30% |
| $15.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fee Estimator
For financial planning/wealth management, the initial plan development fee ranges from $1,200 to $5,000 (plus sales tax). Management services for outside trust accounts range from $500 to $1,000 per account annually, plus sales tax. For selection of other advisers, fees are asset-based (see table below). Employer retirement plan service fees are negotiated on a case-by-case basis. The fees that you pay to our firm for investment advisory services are separate and distinct from the fees and expenses charged by mutual funds or exchange traded funds.
Areas of Practice
Location
719 West Kemp Avenue, Watertown, SD, 57201-0487