| 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
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Andrew is the CEO/Owner of Capital Synergy Partners, Inc. and CEO/President of CPS Employer Benefits Insurance Solutions. He also dedicates nearly full-time hours as CEO/President of CPS Financial & Insurance Services, Inc. and about a quarter of his time as Owner/Chairman of the Board for Brightbox System.