CW
CW

Cynthia Wysong

15 Years of Experience
Overland Park, KS
May Earn Commission

Cynthia Wysong is a registered investment advisor at Bcwm, based in Overland Park, KS, with 15 years of industry experience. Their practice areas include High Net Worth, Investment Management. Their firm serves 364 clients with $600M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
364 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$599.8M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5M+0.65%

Fees may be negotiable in certain circumstances.

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

Location

14221 Metcalf Ave, Suite 201, Overland Park, KS, 66223

Get directions

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.

Learn about disclosures →
Other Business Activities

Cynthia works as an auctioneer assistant for Renyer Auction Service since 2011. She currently works about four times a year.

Employment History
Current Registrations
Bcwm
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
AXA Advisors, LLC
February 2009 - May 2012 · 3 yrs 3 mos
State Registrations1 state
KS
Advisor

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.
Cynthia Wysong - Financial Advisor | TrueAdvisor