Cynthia Menker is a CFP-designated registered investment advisor at Contour Financial, based in Orland Park, IL, with 24 years of industry experience. Cynthia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 74 clients with $71M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Although there are no requirements that a client meet or maintain an account minimum, the actual percentage paid is subject to an annual minimum fee of $2,500 ($625 per quarter). Fees are always subject to change at any time with written notice. In certain circumstances the annual fee minimum may be lower. The minimum fee will be higher for concierge clients that seek additional services such as bookkeeping, cash flow management and forecasting, business analysis and will be negotiated on a case by case basis.
Fee Estimator
Contact
Cynthia Menker
Location
9031 W. 151st Street, Suite 107, Orland Park, IL, 60462
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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 →Employment History
Current Registrations
Contour Financial
State Registrations2 states
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.
Exams
Additional Information
Cindy Menker began her career as an auditor in a public accounting firm. Her position as Controller and Chief Investment Officer at Contour Products gave Cindy not only the opportunity to manage portfolios, but also provided her with financial planning experience. She is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). She writes a column on financial planning for the Palos Regional Newspaper. She has also been interviewed for such widely read publications as Money Magazine, Elite Magazine, the Chicago Tribune Newspaper, and the Practical Accountant.