Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Terry Peschl & Associates, Inc. offers financial planning/wealth management, selection of other advisers, and retirement plan services. They tailor services to individual needs, gathering data to determine client goals and objectives. They provide ongoing advice and reviews, recommending third-party money managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.40% |
| $12.5M - $15.0M | 0.30% |
| $15.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
719 West Kemp Avenue, Watertown, SD, 57201-0487