Teresa Bradshaw is a registered investment advisor at Cp Advisors, INC., based in Clinton, NC. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 163 clients with $57M 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 | 1.00% |
Exceptions may arise if client’s assets under management are below $100,000. In such cases, a minimum annual fee of $1,000 and a minimum portfolio value may apply. The Firm may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where we deem appropriate under the circumstances.
Fee Estimator
Location
403 E. Johnson Street, Clinton, NC, 28328
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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 →Employment History
Current Registrations
Cp 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.