Beth Mcrae Mayfield

Cibc Private Wealth Advisors, INC.

2 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Cibc Private Wealth Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

157 advisors

Number of Clients

10,045 clients

Average Client Portfolio

$6.1M average

Assets Under Management

$61.1B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Minimum Annual Fee:$10,000

Location

3290 Northside Pkwy, 7th Floor, Atlanta, GA, 30327

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Beth is an independent contractor with Isagenix, a nutritional online company, since 2012. This activity is not investment-related and takes minimal time during trading hours.

Employment History

Current Registrations

Cibc Private Wealth Advisors, INC.

October 2023 - Present · 2 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.