Cynthia Szymanski is a CFP-designated registered investment advisor at Bloom Advisors, based in Farmington Hills, MI, 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 High Net Worth, Investment Management. Their firm serves 1,158 clients with $1.4B 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable based on individual circumstances.
Fee Estimator
Location
31275 Northwestern Hwy, Suite 145, Farmington Hills, MI, 48334-2531
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bloom Advisors
State Registrations1 state
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