Terra Financial Planning Group Ltd is a large advisory firm based in Schaumburg. It manages $1.2 billion of regulatory assets for 4,677 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Terra Financial Planning Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Terra Financial Planning Group Ltd is $1.2 billion. The firm's AUM has grown by 361% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Terra Financial Planning Group Ltd for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Joseph Buddle has been acting as President since 1 Jun 1998. General Electric Capital Corporation joined the executive team most recently as the Shareholder Common.
The principal office where Terra Financial Planning Group Ltd performs its advisory services is located at 200 North Martingale Road, Schaumburg, IL 60173 2096 The mailing address of the firm is 3001 Summer Street, Stamford, CT 06905. An additional office of the firm is in Lombard, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-330-7900 or by fax 847-330-7912. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at terrafinancial.com.