Alysia Lindberg
Alysia Lindberg is a registered investment advisor at Tcfg Investment Advisors, LLC, based in Camarillo, CA, with 7 years of industry experience. Alysia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,334 clients with $640M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Each advisor sets their own independent schedule, up to a maximum of 2.25%. Fees are negotiable based on complexity, assets, and other factors.
Fee Estimator
Location
1601 Carmen Dr, Suite 203E, Camarillo, CA, 93010
Get directionsHistory
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
Alysia works as an assistant and employee at Accentrix Advisors, LLC, dedicating about three-quarters of her time to giving financial advice. She also works as an RIA representative for TCFG Investment Advisors, LLC, spending about a quarter of her time there, and as an executive assistant at Terry Deever CPA & Accountancy Corporation.
Employment History
Current Registrations
Tcfg Investment Advisors, LLC
Tcfg Wealth Management, LLC
Tcfg Wealth Management, LLCBroker
State Registrations8 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
More Advisors
- Jordan Kane, CFP, ChFCKane Capital Advisors LLC
- Richard Frank, CFPOsaic Wealth, INC.
- Gregory Karis, CFPInflection Retirement Services
- Kevin Folino, CFPCetera Investment Advisers LLC
- Miranda Gerda, CFPMariner Advisor Network
- Thomas Cronley, CFPEdward Jones