Financial Strategies Customized to Your Unique Goals
Our clients can expect experience, expertise, transparency, flexibility and continuity in a relationship that is based on mutual trust and understanding with our comprehensive services.
We Manage the Following Categories of Accounts:
Regular Investment Accounts
Pension Accounts (401(k), 403(b))
Foundation and Charitable Accounts
Profit Sharing Accounts/Keogh
Our firm manages separate portfolios for high-net-worth individuals, based on the risk and investment objectives of each individual client. Your account is held with a third party financial institution of your choosing, and we are able to assist you with choosing the right custodian for your needs.
What is Terra Nova Asset Management’s Fee Structure?
We offer a competitive fee structure, the level of which will vary with the size of an account. Fees are calculated quarterly in arrears based on the value of the account, and are typically deducted automatically from the account.