Teresa Milner is a registered investment advisor at 17 Capital Partners, LLC, based in Phoenix, AZ, with 16 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 131 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pearl Capital Management offers investment management services for an annual fee that varies between 0% and 2.00% of the assets they manage. The specific fee is negotiable and depends on the size and composition of your portfolio, as well as the services you need. The fee is calculated each quarter based on the value of your investments on the last day of the previous quarter.
Location
4417 N. 40th Street, Suite 300, Phoenix, AZ, 85018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Teresa is a Certified Divorce Financial Analyst, providing financial expertise during divorce proceedings, dedicating about 10-20% of her time. She also serves as Treasurer for the Board for Collaborative Professionals of Phoenix and Member at Large for the Board for Maricopa County Association of Family Mediators, spending minimal time on each.
Employment History
Current Registrations
17 Capital Partners, LLC
Previous Registrations
Parallel Advisors, LLC
Cetera Advisor Networks LLCBroker
LPL Financial LLC
Cwm, LLC
LPL Financial LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Multi-Financial Securities CorporationBroker
Multi-Financial Securities Corporation
Qa3 Financial LLC
Qa3 Financial CORP.Broker
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.