Terrance Green is a CFP-designated registered investment advisor at Blue Water Capital Management, LLC, based in Apex, NC, with 22 years of industry experience. Terrance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 106 clients with $160M 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 | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $8.0M | 0.40% |
| $8M+ | 0.20% |
Households with a total investment portfolio of less than $1.25 million may be subject to a minimum balance fee that is higher than the rates in the above fee schedule.
Fee Estimator
Location
315 S Salem Street, #422, Apex, NC, 27502
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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
Blue Water Capital Management, LLC
Previous Registrations
Capital Financial Advisors
Collaborative Wealth Strategies Group, INC.
State Registrations1 state
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