Terence Michael Gatt (Tully)

Terence Michael Gatt provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and security ratings or pricing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Terence Michael Gatt: assets under management

The assets under management (AUM) of Terence Michael Gatt is $42 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27 million in discretionary accounts and $15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.8 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.5 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Terence Michael Gatt for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tully

The principal office where Terence Michael Gatt performs its advisory services is located at 59 State St., Tully, NY 13159, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 315-510-6799. The normal business hours are 9am-5:30pm on Monday - Friday. You can find more information about the New York firm at www.sequoiaassetmgmt.com.

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