Overview

Headquarters
Saint Louis, MO
Total Firm Assets
$988 million
Average High-Net-Worth Client Portfolio Size
$3.8 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: TERRIL MARCH 2026 BROCHURE (2026-03-30) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $3,000,000 0.75%
$3,000,001 $5,000,000 0.60%
$5,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $37,000 0.74%
$10 million $62,000 0.62%
$50 million $262,000 0.52%
$100 million $512,000 0.51%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
82.48%
Number of High-Net-Worth Clients
214
Total Client Accounts
1,140
Discretionary Accounts
1,140

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
110422

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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