Cynthia Keverian
Cynthia Keverian is a registered investment advisor at Strategic Advisers LLC, based in Burbank, CA, with 16 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
2900 W. Alameda Ave, Ste 150, Burbank, CA, 91505-4241
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2022Other Business Activities
Cynthia co-owns rental property with family members in Lake Arrowhead, California, since December 2023. She also appears to be involved with "B E & Cynthia Keverian" in Woodland Hills, California, since 2016, but dedicates no time to either activity.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Transamerica Financial Advisors, INCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations6 states
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.