Teressa Beard is a registered investment advisor at Sequinox Wealth Management, LLC, based in Lancaster, PA, with 7 years of industry experience. Teressa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 761 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Annual fee ranges up to 1.45% of assets under management, billed monthly in arrears based on the average daily balance. Fees are negotiable.
Fee Estimator
Location
941 Wheatland Ave., Suite 101, Lancaster, PA, 17603
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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
Teressa works as an Executive Administrative Assistant for Sequinox - DBA, dedicating nearly full-time hours to this investment-related activity.
Employment History
Current Registrations
Sequinox Wealth Management, LLC
Previous Registrations
Mulholland Wealth Advisors, LLC
J. W. Cole Advisors, INC.
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.
Exams
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