| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
75 Gilcreast Rd, Suite 304, Londonderry, NH, 03053
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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 →Cynthia is an agent for Symmetry Wealth Management and Cynthia Pellegrino Insurance Services, the latter involving insurance sales. She is also a partner at Symmetry Financial LLC for tax preparation and consulting, and has rental income from Hampton River Properties LLC.