Lucinda Salinas
Lucinda Salinas is a CFP, ChFC-designated registered investment advisor at Cornerstone Wealth Advisors, INC., based in Aiken, SC, with 35 years of industry experience. Lucinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 157 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.20% |
| $1M+ | 1.20% |
Rate is negotiable for accounts over $1,000,000.01. CWA will aggregate familial accounts for a discounted rate. This includes spouses/partners, children and grandparents.
Fee Estimator
Location
Aiken, SC
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2018Employment Separation After Allegations
September 2002Employment Separation After Allegations
June 1996Other Business ActivitiesSells Insurance
Lucinda receives trailing commissions from former insurance policies from 2001, but dedicates no time to this activity. She is also an officer of the Women Business Institute (WBI), a charitable organization, spending minimal time on fundraising for women's education programs.
Employment History
Current Registrations
Cornerstone Wealth Advisors, INC.
Previous Registrations
Cornerstone Wealth Advisors, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Capital Brokerage CorporationBroker
Ge Investment Distributors, INCBroker
Foothill Securities, INC.Broker
Foothill Securities, INC.
Walnut Street Securities, INC.Broker
The Advisors Group, INC.Broker
Locust Street Securities, INC.Broker
Uslife Equity Sales CORP.Broker
Cigna Securities, INC.Broker
State Registrations2 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.