Capital Synergy Partners is a registered investment advisor that offers personalized investment strategies through multiple programs. Clients can choose an advisor-managed account program where representatives directly oversee portfolios on a non-discretionary basis, or a third-party money manager program where the firm helps allocate assets among independent managers. In addition, the firm provides financial planning and consulting services covering topics such as retirement planning, tax strategies, estate planning, and cash flow analysis. Capital Synergy Partners operates primarily through accounts custodied at RBC Correspondent Services or Charles Schwab & Co., and also maintains a full-service securities broker-dealer business.
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%.