Cynthia Sforza is a CFP-designated registered investment advisor at Lucidity Wealth Advisors INC., based in Brea, CA, with 18 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 11 clients with $21M 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.40% |
Fees may be negotiable at the sole discretion of Lucidity Wealth. Financial planning is included for clients who have at least $1,000,000 under management.
Fee Estimator
Location
Brea, CA
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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 →Employment History
Current Registrations
Lucidity Wealth Advisors INC.
Previous Registrations
Towneley Capital Management, INC.
Creative Planning
Bronfman E.L. Rothschild, L.P.
Bronfman E.L. Rothschild Capital, LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
State Registrations1 state
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