Terra Wealth
Assets Under Management
$399.4M
Number of Clients
2,087
Number of Advisors
8
Average Client AUM
$191K
AUM per Advisor
$49.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Terra Wealth Management offers holistic financial planning and discretionary/non-discretionary investment advisory services. They serve individuals, high-net-worth individuals, family offices, trusts, estates, private foundations, and qualified retirement plans. Investment strategies involve collective investment vehicles like mutual funds and ETFs. They may recommend external managers or TAMPs.
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
Location
400 West English Road, Ste 215, High Point, NC, 27262