CA
CA

Cengiz Akyol

22 Years of Experience
Washington, DC
Broker

Cengiz Akyol is a registered investment advisor at Missionsquare Retirement, based in Washington, DC, with 22 years of industry experience. Cengiz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 43,868 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
173 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between MissionSquare and your Plan Sponsor. Certain legacy clients of Managed Accounts service pay fees lower than the standard Fee Schedule. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.

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

777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Missionsquare Retirement
July 2008 - Present · 17 yrs 10 mos
Missionsquare Wealth ManagementBroker
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
Suntrust Investment Services, INC.
May 2006 - June 2007 · 1 yr 1 mo
Suntrust Investment Services, INC.Broker
May 2006 - June 2007 · 1 yr 1 mo
Wachovia Securities, LLCBroker
July 2005 - June 2006 · 11 mos
Wachovia Securities, LLC
July 2005 - June 2006 · 11 mos
American Express Financial Advisors, INC.
January 2003 - April 2005 · 2 yrs 3 mos
American Express Financial Advisors INC.Broker
January 2003 - April 2005 · 2 yrs 3 mos
Ids Life Insurance CompanyBroker
January 2003 - April 2005 · 2 yrs 3 mos
State Registrations1 state
DC
AdvisorBrokerBoth

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.