Cynthia Boury is a registered investment advisor at Raymond James (USA) LTD, based in Vancouver, with 7 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B 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 $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Location
925 West Georgia St, Suite 2100-A, Vancouver, V6C 3L2
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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 ActivitiesSells Insurance
Cynthia is a financial advisor with Raymond James LTD and is also involved with Raymond James Financial Planning LTD, focusing on insurance and estate planning. She also owns Pathfinder Investments Ltd., which holds a corporate life license for insurance sales, and has ownership roles in several other companies including real estate and management companies.
Employment History
Current Registrations
Raymond James (USA) LTD
State Registrations1 state
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