Cyndi Najar
Cyndi Najar is a CFP-designated registered investment advisor at Lafargue Financial Group, INC., based in Springdale, AR, with 4 years of industry experience. Cyndi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 145 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LaFargue Financial Group (LFG) offers investment management through AE Wealth Management (AEWM). The annual fee is a percentage of your portfolio, up to a maximum of 2.8%. LFG and AEWM split this fee. For example, if the annual fee is 1.8%, LFG might receive 1.0% and AEWM 0.8%. A minimum of $200,000 is required to use this service, but LFG may waive this requirement.
Location
Springdale, AR
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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
Cyndi is the sole owner of LFG: Special Needs Planning Division, helping families with special needs by creating life maps and education plans. Since Cyndi is a licensed life and health insurance agent, she can assist families with those needs as well, dedicating about a quarter of her time to this endeavor.
Employment History
Current Registrations
Lafargue Financial Group, INC.
State Registrations2 states
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