CM
CM

Cinthya Miceli

8 Years of Experience
Dallas, TX

Cinthya Miceli is a registered investment advisor at Carrington Advisors, LLC, based in Dallas, TX, with 8 years of industry experience. Cinthya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 103 clients with $98M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
103 clients
Average Client Portfolio
$950K average
Assets Under Management
$97.8M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.95%
$500K - $1.0M1.85%
$1.0M - $2.0M1.75%
$2M+1.65%

Fees are negotiable and may vary from the standard schedule.

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

Location

15770 N. Dallas Parkway, Suite 550, Dallas, TX, 75248

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 →
Employment History
Current Registrations
Carrington Advisors, LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Regal Investment Advisors LLC
January 2020 - April 2021 · 1 yr 3 mos
Regal Investment Advisors LLC
January 2018 - November 2019 · 1 yr 10 mos
State Registrations1 state
GA
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.