Terry Daniels is a CFA-designated registered investment advisor at Duncker Streett & CO., based in St. Louis, MO, with 2 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 168 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Rates may be negotiated in response to atypical circumstances relating to account composition, portfolio complexity, immediate family business, etc. Additionally, our employees and their immediate family may be charged a reduced amount for services rendered.
Fee Estimator
Location
8000 Maryland, Suite 1100, St. Louis, MO, 63105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Duncker Streett & CO.
Previous Registrations
Pension Consultants INC
State Registrations2 states
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