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 Financial Planning & Coaching, Investment Management. 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% |
Advisory fee is 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
Mulholland Wealth Advisors, LLC
Previous Registrations
J. W. Cole Advisors, INC.
State Registrations1 state
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