Matthew Melendez
Matthew Melendez is a CFP-designated registered investment advisor at Capital Synergy Partners, based in Covina, CA, with 16 years of industry experience. Matthew 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
401 E Rowland St., Covina, CA, 91723
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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
Matthew is an enrolled agent preparing income tax returns, dedicating full-time hours to this activity. He also owns CSP/MCA Wealth Management and sells fixed insurance, spending about 10-20% of his time on this.
Employment History
Current Registrations
Capital Synergy Partners
Capital Synergy Partners
Capital Synergy PartnersBroker
Previous Registrations
Innovatum Capital Partners, LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations9 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
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