Cynthia Stroik is a registered investment advisor at Franklin Street Advisors INC., based in Bloomfield, NJ, with 15 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 413 clients with $4.5B 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
Rates shown apply to accounts holding equity, cash, and/or mixed assets. Accounts holding fixed income and cash assets only are charged 0.50% for assets up to $5 million and 0.375% for assets over $5 million. The minimum annual fee is $7,500.
Fee Estimator
Location
Bloomfield, NJ
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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 →Employment History
Current Registrations
Franklin Street Advisors INC.
Fifth Third Wealth Advisors LLC
Previous Registrations
Mainstreet Advisors
The Retirement Corporation of America
Wilmington Trust Investment Advisors, INC.
Hartshorne Group, INC.
Wbi Investments, INC.
State Registrations2 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.
Exams
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