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.