Corey Roun is a registered investment advisor at Syntheticfi LLC, based in San Francisco, CA, with 16 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 121 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SyntheticFi charges an annual fee based on the value of the box spread options managed. This fee varies between 0% and 2.00%. The firm calculates the value of the assets managed as the absolute value of the value-at-expiration of the box spread options. Fees are charged monthly in arrears. The specific fee is outlined in the Investment Advisory Agreement and can be negotiated. Clients pay the advisory fee even if they do not make any transactions.
Location
156 2nd St, #610, San Francisco, CA, 94105
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Regulatory History (1)
Financial
June 2017Employment History
Current Registrations
Syntheticfi LLC
Previous Registrations
Lyons Wealth Management
Lyons Wealth Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.