Cyndeo Wealth Partners offers comprehensive wealth management services, including discretionary and non-discretionary portfolio management, financial planning, financial consulting, family office and wealth planning, and business advisory services. Cyndeo Wealth Partners tailors investment portfolios to individual client risk tolerances and objectives, utilizing internal models or third-party managers and technology platforms. The firm specializes in working with individuals, high-net-worth clients, and business owners, and also advises on held-away accounts and fee-based insurance products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.30% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and billed quarterly in advance.