John Bivens
John Bivens is a registered investment advisor at Capital Synergy Partners, based in Marina Del Rey, CA, with 29 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
Marina Del Rey, CA
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2016Criminal
May 1999Employment Separation After Allegations
February 1996Other Business ActivitiesSells Insurance
John is the owner/president of Pacific Elite Management Group, providing fixed insurance and business management consulting, and Onyx Wealth Management, offering fixed insurance sales and service; these each take full-time hours. He is also the owner and CEO of West Jefferson Medical & Wellness Group, a medical and wellness spa, dedicating minimal time.
Employment History
Current Registrations
Capital Synergy Partners
Capital Synergy PartnersBroker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
TD Waterhouse Investor Services, INC.Broker
Painewebber IncorporatedBroker
Midwest Discount Brokers INC.Broker
Capital Securities of America, INC.Broker
Yee, Desmond, Schroeder & Allen, INC.Broker
Cartwright and Walker Securities, IncorporatedBroker
State Registrations3 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.