Derek Stroud is a registered investment advisor at Cps Investment Advisors, based in Winterville, NC, with 19 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,276 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPS Investment Advisors offers several investment management programs with different fees:
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Direct Investment Supervisory Services:
- First $3 million: 1.500% per year
- $3,000,001 - $5,000,000: 1.000% per year
- Over $5 million: 0.750% per year
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401(k) Pilot Services:
- First $3 million: 1.500% per year
- $3,000,001 - $5,000,000: 1.000% per year
- Over $5 million: 0.750% per year
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CPS Investment Advisors 401(k) Services:
- Up to $1,000,000,000: 1.000% per year
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403(b) Pilot Services:
- Up to $99,000,000: 1.500% per year
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Cash Management Services:
- Up to $99,000,000: 0.500% per year
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CPAlliance™ Investment Supervisory Services:
- First $3 million: 1.500% per year (split between CPS and CPA firm)
- $3,000,001 - $5,000,000: 1.000% per year (split between CPS and CPA firm)
- Over $5 million: 0.750% per year (split between CPS and CPA firm)
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CPAlliance™ 401(k) Services:
- Up to $1,000,000,000: 1.000% per year (split between CPS and CPA firm)
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CPAlliance™ 401(k) Pilot Services:
- First $3 million: 1.500% per year (split between CPS and CPA firm)
- $3,000,001 - $5,000,000: 1.000% per year (split between CPS and CPA firm)
- Over $5 million: 0.750% per year (split between CPS and CPA firm)
Fees are negotiable.
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 Registrations1 state
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