Cynthia Marsteller is a registered investment advisor at &partners, based in Glen Allen, VA, with 40 years of industry experience. Cynthia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B 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 | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
4480 Cox Road, Suite 103, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (2)
Criminal
August 2013Customer Dispute
February 2000Other Business Activities
Cynthia owns an Airbnb rental property and is a board member for the George C Marshall Foundation. She dedicates minimal time to each of these activities.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
First Union Capital Markets CORP.Broker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
Anderson & Strudwick, IncorporatedBroker
Tucker, Anthony & R. L. Day, INC.Broker
Painewebber IncorporatedBroker
State Registrations18 states
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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