Terra Wealth Management provides personalized financial planning and investment advisory services. Planning covers cash flow, investments, retirement, estate, and education savings. Investment management is offered on a discretionary or non-discretionary basis, primarily using mutual funds and ETFs. Terra Wealth may recommend external money managers or turnkey asset management programs (TAMPs). Clients are not obligated to act on recommendations or use recommended professionals.
Fee Structure
Terra Wealth charges an annual advisory fee based on the value of your portfolio, average daily balance, or a flat dollar fee. The maximum fee is 2.00%. Fees are negotiable based on the size and nature of the relationship, services rendered, and complexity of investments. For clients using external managers, fees are deducted from the client's account, and a portion is provided to Terra Wealth. Terra Wealth does not earn compensation from TAMPs and will only earn its investment advisory fee.