John Seel
John Seel is a CFP-designated registered investment advisor at Capital Synergy Partners, based in Irvine, CA, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 331 clients with $100M 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 | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiable. CSP also offers a Third Party Money Manager Program where CSP's fee will not exceed 1.5% of the value of assets held in the account.
Fee Estimator
Location
2860 Michelle Drive, Suite 150, Irvine, CA, 92606
Get directionsHistory
Regulatory History (4)
Judgment / Lien
March 2017Judgment / Lien
July 2015Judgment / Lien
August 2010Judgment / Lien
June 2009Other Business ActivitiesSells Insurance
John is the owner of a fixed insurance business, selling and servicing insurance products since 1997. This takes about half of his time overall, and about a quarter of his time during market hours.
Employment History
Current Registrations
Capital Synergy Partners
Capital Synergy PartnersBroker
Previous Registrations
Financial West GroupBroker
Pruco Securities, LLC.Broker
State Registrations5 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.