| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.40% |
| $12.5M - $15.0M | 0.30% |
| $15.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
719 West Kemp, P.O. Box 487, Watertown, SD, 57201-0487
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Terry is the president of a state-registered RIA, Terry Peschl & Associates, Inc., providing financial planning advice and services for about full-time hours. Terry also owns rental properties, dedicating minimal time to this activity.