Terri Canterbury
Terri Canterbury is a registered investment advisor at Kingwood Investment Group, based in Kingwood, TX, with 26 years of industry experience. Terri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 186 clients with $120M 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 $500K | 1.50% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable. For clients utilizing a Sub-Advisor for asset management services, the fee stated above will include the Sub-Advisor’s fee.
Fee Estimator
Location
22001 Northpark Drive, Suite 245, Kingwood, TX, 77339
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2001Other Business ActivitiesSells Insurance
Terri is an insurance agent at Gulf View Insurance Solutions, selling various insurance products, and this takes about a quarter of her time. She also works as a healthcare navigator, dedicating a few hours per week to consulting with clients.
Employment History
Current Registrations
Kingwood Investment Group
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
Equity Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.