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*
|$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.