Terry Bommer
Terry Bommer is a registered investment advisor at Fiduciary Tactical Strategies, INC., based in Chesterfield, MO, with 30 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 107 clients with $13M 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 $100K | 2.00% |
| $100K - $1000K | 1.60% |
| $1M+ | 1.60% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Location
15510 Olive Blvd, Suite 204, Chesterfield, MO, 63017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Terry is the President and Vice President of Fiduciary Tactical Strategies, Inc., a registered investment advisor. He dedicates about three-quarters of his time to administration and money management duties.
Employment History
Current Registrations
Fiduciary Tactical Strategies, INC.
Previous Registrations
Cutter & Company, INC.
Cutter & Company, INC.
State Registrations2 states
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