Andrew Holden is a registered investment advisor at Capital Synergy Partners, based in Irvine, CA, with 27 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 331 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiable. CSP also offers a Third Party Money Manager Program where CSP's fee will not exceed 1.5% of the value of assets held in the account.
Fee Estimator
Location
2860 Michelle Drive, Suite 150, Irvine, CA, 92606
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Regulatory History
No 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 →Other Business ActivitiesSells Insurance
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.
Employment History
Current Registrations
Capital Synergy Partners
Capital Synergy PartnersBroker
Cps Financial & Insurance Services, INC.Broker
Previous Registrations
Financial West GroupBroker
State Registrations52 states
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