Simcha Terwilliger is a CFP-designated registered investment advisor at Slp Wealth, based in Newport News, VA, with 8 years of industry experience. Simcha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,657 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If you want SLP Wealth to manage your investments, you'll pay a fee based on the value of your portfolio, starting at 0.75% per year. If SLP Wealth hires another firm to help manage your investments, you may pay an additional fee up to 0.12% per year on the portion of your account managed by that other firm. This fee is in addition to a monthly financial planning fee that ranges from $199 to $834 per month, unless you have at least $1,000,000 under SLP Wealth's management, in which case the monthly financial planning fee is waived.
Location
Newport News, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Simcha works as a student loan consultant, evaluating repayment and forgiveness options for federal and private student loans. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Slp Wealth
Previous Registrations
Fox & Company Wealth Management
The Advisory Firm of Katherine L.brown Limited Liability Company
State Registrations2 states
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.