TERRY MCDANIEL & COMPANY
Austin, Texas
Terry McDaniel & Company is a renowned investment advisory firm located in Austin, TX, specializing in managing assets for high net worth individuals. With over 120 individual clients and an impressive $1,377,811,000 in assets under management, they have established themselves as a trusted partner in the financial industry. With a team of 13 dedicated employees, including 7 investment advisors, Terry McDaniel & Company provides personalized investment strategies tailored to meet the unique goals and objectives of each client.
The firm's compensation structure encompasses various types, such as a percentage of assets under managem...
See more
Loading...
Assets Under Mgmt
$1.38B
Investment Professionals
7
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Resources
On the Blog
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.