Cynthia Hunt is a registered investment advisor at Pgi Wealth Management, based in Milton, GA, with 21 years of industry experience. Cynthia 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 584 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range up to 2.00% depending on the amount of assets under management and the level of complexity of the services provided. In individual cases, PGI has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Location
13680 Highway 9, Suite C100, Milton, GA, 30004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cynthia is a tax preparer and accountant, and owner/sole proprietor of her business since 1999, dedicating about a quarter of her time. She also holds board positions with the Alabama Society of Enrolled Agents and the Accreditation Council for Accountancy and Taxation, and is a seasonal part-time employee of Pennington & Associates.
Employment History
Current Registrations
Pgi Wealth Management
Previous Registrations
Avantax Investment Services, 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.