Capital Synergy Partners
Assets Under Management
$89.1M
Number of Clients
386
Number of Advisors
23
Average Client AUM
$231K
AUM per Advisor
$3.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Synergy Partners offers personalized investment strategies through various programs, including Third Party Money Manager and Advisor Managed Account programs. They also provide financial planning and consulting services. The firm is also a FINRA registered Broker Dealer.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiable.
Fee Estimator
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.
Areas of Practice
Location
2860 Michelle Drive, Suite 150, Irvine, CA, 92606