Cynosure Portfolio Advisors provides wealth management services to individuals. These services include portfolio advisory, integrated financial planning, consolidated reporting, investment consulting, and non-discretionary mandate services. Cynosure assesses client needs to determine appropriate services and tailors these services to individual needs. The firm encourages clients to share their financial situation and objectives.
Assets Under Management$0
ClientsN/A
Advisors8
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Cynosure Portfolio Advisors' fees for managing your investments are negotiated and can be calculated in one of three ways:
- A percentage of the market value of your portfolio.
- A fixed annual amount.
- A percentage of the market value of your portfolio with a fixed annual minimum amount.
The percentage-based fee generally varies between 0.30% and 1.5% of the value of your portfolio.
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