Teradime Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Teradime Financial LLC is an independent registered investment adviser that serves individuals, high‑net‑worth clients, trusts, estates and a limited number of institutional clients. The firm provides discretionary investment management and financial planning, typically implementing portfolios with ETFs, mutual funds, individual stocks and bonds, options and other instruments while client assets remain with third‑party custodians.
The adviser generally follows a long‑term, fundamental‑analysis driven approach, building portfolios from internal models, rebalancing when allocations typically deviate about 5% from target, and conducting ongoing personal client contact and periodic reviews. Strategies may include cash positions and options for hedging or exposure, and financial planning engagements are offered on an hourly or fixed‑fee basis as described in its brochure.
Noteworthy for a firm of its scale, Teradime explicitly manages institutional accounts in addition to individual and family relationships, a practice that is less common among peers. The firm discloses that its principal maintains full‑time employment in software engineering and that it relies on an institutional relationship with Interactive Brokers for trading and platform support—operational arrangements the adviser identifies and addresses in its disclosures.
Client services
Expertise
Fee options
Fixed engagement fees for financial planning services ranging from $900 to $3,000
$0 - $500,000: Up to 1.00% (negotiable, for accounts under $500,000) $500,000 - $1,000,000: 0.60% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.40% annually
Up to $300 per hour for financial planning services
Account minimum: $500,000 Fee-only: Investment advisory fees based on assets under management; financial planning fees hourly (up to $300/hour) or fixed ($900 to $3,000)
Main office
Aventura FL
Advisors at this office
1
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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