Terry Banet is a registered investment advisor at Sigfig Wealth Management LLC, based in Bala Cynwyd, PA, with 9 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. Their firm serves 106,361 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Management fee is generally no greater than 0.50% of assets under management. Client fee arrangements vary and SigFig may exercise discretion in determining fees depending on aspects of the Client relationship and other factors, including but not limited to promotions.
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Location
Bala Cynwyd, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sigfig Wealth Management LLC
State Registrations1 state
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