Cynthia Staley is a registered investment advisor at Private Client Services, LLC, based in Vancouver, WA, with 31 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
275 West Third Street, Suite 600, Vancouver, WA, 98660
Get directionsHistory
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
Cynthia is associated with Johnson Bixby & Associates, LLC, a registered investment advisor (RIA). This requires nearly full-time commitment, with a significant portion during trading hours.
Employment History
Current Registrations
Private Client Services, LLCBroker
Johnson Bixby
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Seafirst Investment Services, INC.Broker
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.