Scottsdale Wealth Advisory LLC
Assets Under Management
$58.4M
Number of Clients
127
Number of Advisors
2
Average Client AUM
$460K
AUM per Advisor
$29.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
This brochure supplement provides information about Todd Terese's educational background, business experience, and any potential conflicts of interest. He is an Investment Advisor Representative at Scottsdale Wealth Advisory LLC. His experience includes roles in real estate, insurance, and client service.
Fee Structure
This document does not contain any fee information. It is a supplement to Scottsdale Wealth Advisory LLC's brochure, which contains the firm's fee schedule.
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Location
8501 N. Scottsdale Road, Suite 205, Paradise Valley, AZ, 85253