Terry Peschl & Associates is a financial planning firm offering ongoing financial planning/wealth management, selection of other advisors, and retirement plan services. They gather information about your financial situation and goals to develop financial and investment recommendations. For investment management, they recommend third-party money managers and monitor their performance. They also offer employer retirement plan services, including plan reviews, fund selection advice, and participant education.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are based on the combined value of assets. These fees are in addition to any fees charged by the third-party money manager.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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