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Teresa Eade

5 Years of Experience
Columbia, MD

Teresa Eade is a registered investment advisor at Tribridge Partners Financial LLC, based in Columbia, MD, with 5 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 352 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
352 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0% to 2.00% annually and are negotiable based on account size, asset complexity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6721 Columbia Gateway Drive, Suite 100, Columbia, MD, 21046

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tribridge Partners Financial LLC
February 2025 - Present · 1 yr 8 mos
Previous Registrations
MML Investors Services, LLCBroker
January 2023 - June 2024 · 1 yr 5 mos
T. Rowe Price Investment Services, INC.Broker
October 2018 - August 2021 · 2 yrs 10 mos
State Registrations1 state
MD
Advisor

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
No exam information available for this advisor.
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