Derek Stroud
Derek Stroud is a registered investment advisor at Cps Investment Advisors, based in Winterville, NC, with 20 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 3,377 clients with $2.9B 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Rates apply to direct investment supervisory services. Cash management services charge 0.50% for assets up to $99,000,000. CPAlliance program splits fees equally between the CPA firm and CPS Investment Advisors with identical total percentages. All fees are negotiable.
Fee Estimator
Location
154-C Beacon Dr, Winterville, NC, 28590
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Derek is the President of Tyndall Stroud CPAs, dedicating a significant portion of his time to this activity. He is also a manager/member of an LLC involved in passive real estate investments and holds a North Carolina Property & Casualty Agent's license.
Employment History
Current Registrations
Cps Investment Advisors
Tyndall Stroud Wealth Management, LLC
Previous Registrations
Morningstar Investment Services LLC
State Registrations2 states
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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