Cynthia-Elaine Schlanger
Cynthia-Elaine Schlanger is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Spring, TX, with 12 years of industry experience. Cynthia-Elaine 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 5 more. Their firm serves 1,846 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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to 2.00% depending on portfolio size and complexity. Clients with $2,500,000 or more in assets may agree to an annual flat fee of up to $100,000.
Fee Estimator
Location
Spring, TX
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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-Elaine is a consultant for Schlanger Consulting LLC, assisting clients in business development and management for compliance-related program startup issues. This activity, which is not investment-related, takes a few hours per week.
Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
Previous Registrations
Prune
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations1 state
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
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