FREQUENTLY ASKED QUESTIONS

Where are my financial assets held?

Assets are held in custodial accounts established on behalf of clients at leading hometown banks by Terril & Company. The “third party” structure offers clients maximum protection against investment fraud.

Is there a penalty for withdrawing assets being managed by Terril & Company?

No. Investors are free to withdraw assets under investment management by Terril & Company at any time without penalty.

How often will Terril & Company update me on the value of my portfolio?

Terril & Co. issues investment performance reports quarterly. Clients often comment that the reports are comprehensive and easy to understand.

How is Terril & Company compensated for its services?

The sliding client fee scale shared in “Our Fee Structure” is the sole basis of our compensation. As an independent investment advisor, we do not charge or accept commissions tied to the sale or purchase of securities.

How often will Terril & Company update me on the value of my portfolio?

Terril & Co. issues investment performance reports quarterly. Clients often comment that the reports are comprehensive and easy to understand.

Have another question about the handling of your account? Ask Terril & Company!

 

 

 

 

Terril & Co. respects your privacy and keeps all client communications confidential. Your name, questions and contact information always remain private and only will be viewed by the professionals of Terril & Co. For more information, please read our privacy policy.