Lucinda Dallas is a registered investment advisor at Cfs Wealth Management, based in Macon, GA, with 15 years of industry experience. Lucinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 457 clients with $160M 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 $50K | 2.00% |
| $50K - $250K | 1.75% |
| $250K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees are based on the value of the account, including cash holdings.
Fee Estimator
Location
1515 Bass Road, Suite D, Macon, GA, 31210
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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
Lucinda is a minority owner in Top Level, L.L.C., a family business, in a passive role. She also works as an insurance agent under CFS Wealth Management, dedicating minimal time to this activity.
Employment History
Current Registrations
Cfs Wealth Management
State Registrations1 state
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