Teresa White is a registered investment advisor at Newedge Advisors, based in Southern Pines, NC, with 24 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.75% |
Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.
Fee Estimator
Location
103 Bradford Village Court, Southern Pines, NC, 28387
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2012Judgment / Lien
August 2011Other Business Activities
Teresa owns rental property since 2007, dedicating about 10-20% of her time to rent collection. She also works in an administrative role for Turnberry Properties LLC and is an Investment Advisor Representative with NewEdge Advisors, LLC.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Milestone Advisory Partners, LLC
Wells Fargo Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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