Investment management is _________, and we focus on serving our clients in these areas:
Fees listed are for advisory accounts managed by Terrier Financial Group. Internal fees are separate from advisory fees listed below. Please read the prospectus carefully before investing.
Managed Account Fees*
$2,500,000+ | 1.00% | |||||||||||||||||||||||||
$1,000,000 – $2,499,999 | 1.10% | |||||||||||||||||||||||||
$500,000 – $999,999 | 1.25% | |||||||||||||||||||||||||
$100,000 – $499,999 | 1.35% | |||||||||||||||||||||||||
$5,000 – $99,999 | 1.50% |
*based on assets under management per household.
Brokerage Account Fees
Varies depending on findings, types of transactions, and more.