Cory James Christiansen

Capital Synergy Partners

29 Years of Experience

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Firm Information

Capital Synergy Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

23 advisors

Number of Clients

386 clients

Average Client Portfolio

$231K average

Assets Under Management

$89.1M

Fee Structure

Minimum Investment:$25K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1M+	1.75%

Fees may be negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$350 - $2,500

Hourly Rate:Up to $350/hr

For the Advisor Managed Account Program, the annual fee is 2.00% on assets from $10,000 to $1,000,000 and 1.75% on assets over $1,000,000. Fees are charged quarterly. For the Third Party Money Manager Program, CSP's fees will not exceed 1.5% of the value of assets. Financial planning and consulting fees are charged hourly (up to $350.00 per hour) or on a fixed fee basis ($350.00 to $2,500.00), both subject to negotiation.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation Planning

Advisor Information

Office location

2860 Michelle Drive, Suite 150, Irvine, CA, 92606

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Regulatory History (1)

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Regulatory

October 2008

Final

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Other Business ActivitiesSells Insurance

Cory is the President and Owner of Christiansen Financial Services, Inc. He also sells fixed insurance products, dedicating about half of his time to these activities.