CT
CFP
CT
CFP

Cynthia Turkington

27 Years of Experience
Vadnais Heights, MN
1 DisclosureSells Insurance

Cynthia Turkington is a CFP-designated registered investment advisor at Fair Trust Financial LLC, based in Vadnais Heights, MN, with 27 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25 clients with $24M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$975K average
Assets Under Management
$24.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2M+0.50%

The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

371 Commerce Court, Vadnais Heights, MN, 55127

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History

Regulatory History (1)
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Regulatory
January 2020
Final
Other Business ActivitiesSells Insurance

Cynthia works as a Certified Divorce Financial Analyst (CDFA) at Fair Trust Divorce Solutions LLC, dedicating about 10-20% of her time to helping clients evaluate financial settlement options. Cynthia is also an insurance agent, spending minimal time on sales of insurance products and services.

Employment History
Current Registrations
Fair Trust Financial LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
November 2013 - September 2019 · 5 yrs 10 mos
Cambridge Investment Research, INC.Broker
December 2011 - September 2019 · 7 yrs 9 mos
Cambridge Investment Research Advisors, INC.
December 2011 - December 2011 · 0 mos
NFP Securities, INC.Broker
June 2009 - September 2011 · 2 yrs 3 mos
Focus Financial Network, INC.
September 2007 - December 2007 · 3 mos
Royal Alliance Associates, INC.Broker
April 2007 - November 2007 · 7 mos
RBC Capital Markets CorporationBroker
February 2004 - December 2005 · 1 yr 10 mos
RBC Dain Rauscher INC.Broker
April 1998 - February 2004 · 5 yrs 10 mos
Wessels, Arnold & Henderson, L.L.C.Broker
January 1996 - April 1998 · 2 yrs 3 mos
State Registrations1 state
MN
Advisor

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
No exam information available for this advisor.
Cynthia Turkington - Financial Advisor | TrueAdvisor