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.