Cynthia Lundberg is a registered investment advisor at Verde Capital Management, INC., based in Clarkston, MI, with 19 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 771 clients with $750M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.40% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fee Estimator
Location
8031 Ortonville Road, Suite 210, Clarkston, MI, 48348
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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 is a member of Millpond Bed and Breakfast, LLC, an Airbnb property, and performs minor duties and social media marketing. She also works as a representative for Sedera, a medical cost-sharing company, assisting clients and prospects, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Verde Capital Management, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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