Assets Under Management
$89.1M
Number of Clients
386
Number of Advisors
23
Average Client AUM
$231K
AUM per Advisor
$3.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Synergy Partners offers personalized investment strategies to clients through its Investment Advisory Services Agreement, allowing clients to select from various investment programs. These include a Third Party Money Manager Program and an Advisor Managed Account Program. They also offer financial planning and consulting services, including tax and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiated.
2860 Michelle Drive, Suite 150, Irvine, CA, 92606