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Andrew Holden

Capital Synergy Partners
27 Years of Experience
Irvine, CA
BrokerSells Insurance
View SEC Summary
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Andrew Holden is a registered investment advisor at Capital Synergy Partners, based in Irvine, CA, with 27 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. 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.

Capital Synergy Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
331 clients
Average Client Portfolio
$309K average
Assets Under Management
$102.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.75%

Fees are negotiable at the discretion of Capital Synergy Partners. Third-party money manager program fees will not exceed 1.5%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is the CEO/Owner of Capital Synergy Partners, Inc. and CEO/President of CPS Employer Benefits Insurance Solutions. He also dedicates nearly full-time hours as CEO/President of CPS Financial & Insurance Services, Inc. and about a quarter of his time as Owner/Chairman of the Board for Brightbox System.

Employment History
Current Registrations
Capital Synergy Partners
May 2011 - Present · 15 yrs 5 mos
Capital Synergy PartnersBroker
November 2010 - Present · 15 yrs 11 mos
Cps Financial & Insurance Services, INC.Broker
January 1999 - Present · 27 yrs 9 mos
Previous Registrations
Financial West GroupBroker
August 2001 - April 2008 · 6 yrs 8 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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