Pierre Ngoc Ngo

CFP

Capital Synergy Partners

39 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Capital Synergy Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

386 clients

Average Client Portfolio

$231K average

Assets Under Management

$89.1M

Fee Structure

Minimum Investment:$25K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1M+	1.75%

Fees may be negotiated.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

5 Hubble, Irvine, CA, 92618

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History

Regulatory History (1)

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Customer Dispute

August 2012

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Pierre is the President/Owner/SEC Registered Investment Advisor at Advanced Financial Strategies, Inc./DBA Advanced Financial Strategies & Insurance Services, spending nearly full-time on wealth planning and management. He also has a 33% ownership stake in Aspen Advisory Group (no business activities) and Hubble, LLC (real estate), dedicating minimal time to the latter.