Terrence Cicero
Advisor at DHJJ Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at DHJJ Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
DHJJ Financial Advisors
Location
St. Charles, IL
Credentials
CFP®, Series 65
Industry experience
18 years
Terrence Cicero is a CFP® credentialed financial advisor with 18 years of industry experience. He has been with DHJJ Financial Advisors and DigioVine, Hnilo, Jordan & Johnson, Ltd. since 2007. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million across eight advisors, serving both individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm offers integrated tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a range of investment vehicles.
Based on DHJJ Financial Advisors
$0 - $250,000: 1.75% $250,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.65% $10,000,000+: 0.50%
$150 to $495 per hour for financial planning depending on complexity and advisor experience; $200 to $400 per hour for additional retirement plan services
Account minimum: $250,000 Minimum fee: $5,000 annual minimum fee for 401(k) Plan clients Fee-only: Investment advisory fees and hourly financial planning fees; no commissions
St. Charles, IL
Illinois · Texas
DHJJ Financial Advisors
2007 - Present (19 years)
DigioVine, Hnilo, Jordan & Johnson, Ltd.
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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