Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are subject to negotiation.
Fee Estimator
CPS charges fees based on assets under management. These fees are calculated quarterly and billed in advance. Financial planning and consulting fees are charged on an hourly or fixed-fee basis, ranging from $500 and up, depending on complexity. These fees may be waived for clients who choose CPS for money management. Fees are negotiable. There is no stated minimum account size.
Areas of Practice
Advisor Information
Office location
154-C Beacon Dr, Winterville, NC, 28590
Get directionsRegulatory 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 ActivitiesSells Insurance
Derek is the President of Tyndall Stroud CPAs, dedicating a significant portion of his time to this activity. He is also a manager/member of an LLC involved in passive real estate investments and holds a North Carolina Property & Casualty Agent's license.