Corey Roun is a registered investment advisor at Syntheticfi LLC, based in Maitland, FL, with 16 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 624 clients with $990M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
624 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$992.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary between 0% and 2.00% depending on the portfolio size, service type, and complexity. Fees are negotiable on a per-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Maitland, FL
Get directionsHistory
Regulatory History (1)
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Financial
June 2017Final
Employment History
Current Registrations
Syntheticfi LLC
February 2026 - Present · 8 mos
Previous Registrations
Lyons Wealth Management
January 2010 - December 2025 · 15 yrs 11 mos
Lyons Wealth Management
January 2010 - December 2020 · 10 yrs 11 mos
State Registrations1 state
FL
Advisor
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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