Cindy Hunter is a registered investment advisor at Foy Financial Services, INC., based in Lincoln, NE, with 2 years of industry experience. Cindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 120 clients with $57M 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 $100K | 1.80% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees and payment terms are negotiable under special circumstances.
Fee Estimator
Location
Lincoln, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Foy Financial Services, INC.
State Registrations2 states
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