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 – $2,499,9991.10%
$500,000 – $999,9991.25%
$100,000 – $499,9991.35%
$5,000 – $99,9991.50%

*based on assets under management per household. 

Brokerage Account Fees

Varies depending on findings, types of transactions, and more.