Cindy Mayfield
Cindy Mayfield is a registered investment advisor at Ae Wealth Management, LLC, based in Lake Mary, FL, with 11 years of industry experience. Cindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B 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 | 2.50% |
Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).
Fee Estimator
Location
605 Crescent Executive Ct, Ste 112, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2017Other Business ActivitiesSells Insurance
Cindy is the president of Wealth Management Solutions, LLC, engaging in insurance marketing and sales. This activity is investment-related and takes nearly all of Cindy's time.
Employment History
Current Registrations
Ae Wealth Management, LLC
Previous Registrations
Payne Capital Management, LLC
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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