Robert Reedy
Robert Reedy is a ChFC-designated registered investment advisor at Capital Synergy Partners, based in Irvine, CA, with 19 years of industry experience. Robert 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.
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 are negotiable at the discretion of Capital Synergy Partners. Third-party money manager program fees will not exceed 1.5%.
Fee Estimator
Location
2860 Michelle Drive, Suite 150, Irvine, CA, 92606
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an employee of CPS Insurance Services, selling and marketing life insurance, dedicating full-time hours to this role. He also works for CPS Financial & Insurance Services selling wholesale variable universal life insurance, and is a registered representative with Capital Synergy Partners, Inc., dedicating minimal time to each.
Employment History
Current Registrations
Capital Synergy Partners
Capital Synergy PartnersBroker
Cps Financial & Insurance Services, INC.Broker
State Registrations2 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.
Exams
More Advisors
- Pierre Ngo, CFPCapital Synergy Partners
- Myron Mcdonald, ChFCEagle Strategies LLC
- Patricia Vasquez, CFPAdvanced Financial Strategies INC
- James Meussner, CFPCreative Planning
- Jeremy Amposta, CFPSchwab Wealth Advisory, INC.
- Stephen Lee, CFACharles Schwab & CO., INC.