Teresa Michaels
Teresa Michaels is a CFP-designated registered investment advisor at Mckinley Carter Wealth Services, INC., based in Wheeling, WV, with 14 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 1,861 clients with $2.5B 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees negotiable above $25,000,000. Minimum annual fee of $3,000.
Fee Estimator
Location
2100 Market Street, Wheeling, WV, 26003
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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 Activities
Teresa is a director/shareholder of I.M.A. Dolan, Inc., a family real estate investment firm, dedicating minimal time. She also serves on the WVU John Chambers College of Business & Economics Finance Advisory Council, spending minimal time to support the academic structure of the WVU Finance Department.
Employment History
Current Registrations
Mckinley Carter Wealth Services, INC.
Previous Registrations
Anthem Securities, INC.Broker
H. Beck, INC.Broker
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.