Cynthia Courtney
Cynthia Courtney is a CFP-designated registered investment advisor at Advisory Services Network, based in North Hampton, NH, with 29 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, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
64 Lafayette Road #7, Po Box 887, North Hampton, NH, 03862
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Cynthia owns a CPA firm providing accounting and tax services, dedicating about half of her time to it. She also sells fixed annuities and life insurance as an agent, spending a few hours per week on this activity, and owns commercial and residential rental properties, spending minimal time on each.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Kovack Securities INC.Broker
Resource Horizons Group LLCBroker
Money Concepts Advisory Service
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
Cfs Brokerage CORP.Broker
State Registrations1 state
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.