Advisor at Terry Peschl & Associates, Inc.
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
Terry Peschl & Associates, Inc.
Location
Watertown, SD 57201-0487
Credentials
Series 63, Series 65
Industry experience
37 years
Terry Peschl is the principal of Terry Peschl & Associates, Inc., a state-registered investment advisory firm based in Watertown, South Dakota. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has operated his advisory firm since 1973 and also manages a rental property business. Terry Peschl & Associates provides financial planning, third-party money manager selection, and retirement plan services to individuals and employer SIMPLE plans. The firm focuses on planning and advisory services while relying on recommended third-party managers for investment implementation, without directly managing client portfolios.
Based on Terry Peschl & Associates, Inc.
$0 - $200,000: 2.00% $200,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.70% $5,000,001 - $7,500,000: 0.60% $7,500,001 - $10,000,000: 0.50% $10,000,001 - $12,500,000: 0.40% $12,500,001 - $15,000,000: 0.30% $15,000,001 - $25,000,000: 0.25%
Minimum fee: $500 to $1,000 per account annually, plus sales tax (management services to outside trust accounts) Fee-only: Fixed fees for financial planning: $1,200 to $5,000 plus sales tax; $500 due at signing, balance upon plan completion
719 West Kemp, P.O. Box 487
Watertown, SD 57201-0487
South Dakota · Texas
Terry Peschl Rental
1983 - Present (43 years)
Terry Peschl & Associates, Inc.
1973 - Present (53 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 65, Series 66
Watertown, SD
Midwest Financial Strategies
Series 65
Watertown, SD
Hi-Line Capital Management, LLC
Series 65
Watertown, SD
Big Sioux Wealth Management
Series 65, Series 66
Watertown, SD
Big Sioux Wealth Management
Series 65
Watertown, SD
Hi-Line Capital Management, LLC
CFP®, Series 63, Series 65
Watertown, SD
Big Sioux Wealth Management
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