Cynthia Derso is a registered investment advisor at Proactive Wealth Strategies, LLC, based in Marietta, GA, with 25 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 442 clients with $320M 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 | 1.35% |
| $750K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable and may be higher or lower based on the nature of the account and the origin of the client. Financial planning fees are included in the asset management fee.
Fee Estimator
Location
533 Johnson Ferry Road Bldg. C, Suite 100, Marietta, GA, 30068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cynthia provides investment advisory services through Proactive Wealth Strategies, LLC, an independent investment advisor firm, dedicating nearly full-time hours to this activity. The firm is separate from and independent of LPL Financial.
Employment History
Current Registrations
Proactive Wealth Strategies, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Proactive Wealth Strategies, LLC
Proactive Wealth Strategies, LLC
Triad Advisors, INC.
Triad Advisors, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Triad Advisors, INC.Broker
Wma Securities, INC.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.