Cindy Spitzer is a registered investment advisor at Bull Bear Investment Management LLC, based in Reston, VA, with 10 years of industry experience. Cindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 145 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bull Bear Investment Management charges a percentage of the value of your portfolio each year. The annual fee ranges from 0.70% to 2.00%. The exact fee is determined by the investment advisor representative, the type of client, the complexity of the client's situation, the composition of the client's account, and the total amount of assets under management.
Location
1818 Library Street, Suite 500, Reston, VA, 20190
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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
Bull Bear Investment Management LLC
Previous Registrations
Ark Financial Management, LLC
Aftershock Consultants LLC
State Registrations5 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.