John Teed is a registered investment advisor at Hayden Harper Wealth Advisory, LLC, based in Charlotte, NC, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 78 clients with $170M 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 $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees may be negotiable. Additional fee structures apply for specific strategies and investments.
Fee Estimator
Location
828 East Boulevard, Charlotte, NC, 28203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is a managing member of Gaskin Teed Capital, LLC, an investment fund management company, since July 2001. He spends about half of his time on portfolio management, stock selection, trading, and trading position decisions.
Employment History
Current Registrations
Hayden Harper Wealth Advisory, LLC
Previous Registrations
Ipi Wealth Management, INC.
State Registrations2 states
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