Assets Under Management
$58.4M
Number of Clients
127
Number of Advisors
2
Average Client AUM
$460K
AUM per Advisor
$29.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
This brochure supplement provides information about Todd Terese and supplements Scottsdale Wealth Advisory LLC’s brochure. Todd Terese is an Investment Advisor Representative at Scottsdale Wealth Advisory LLC. He is currently enrolled at Arizona State University studying Financial Planning.
8501 N. Scottsdale Road, Suite 205, Paradise Valley, AZ, 85253