Alysia Lindberg is a registered investment advisor at Tcfg Investment Advisors, LLC, based in Camarillo, CA, with 7 years of industry experience. Alysia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,344 clients with $580M 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% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
1601 Carmen Dr, Suite 203E, Camarillo, CA, 93010
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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
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
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