Cory James Christiansen

Capital Synergy Partners

29 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Capital Synergy Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

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 negotiated.

Fee Estimator

Your Portfolio Value

$500K

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

Estimated Annual Fee

—

Location

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

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

October 2008

Final

View Full SEC Report How to Read Disclosures

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.