Manfred Wunderlich
Manfred Wunderlich is a registered investment advisor at Capital Synergy Partners, based in Irvine, CA, with 47 years of industry experience. Manfred 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
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2004Customer Dispute
October 2003Customer Dispute
January 2003Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Manfred is the owner/manager of farmland since 2009. He is also a sales agent/owner selling fixed insurance through Wunderlich Financial Services, dedicating about 10-20% of his time overall, with a portion during market hours.
Employment History
Current Registrations
Capital Synergy Partners
Capital Synergy PartnersBroker
Previous Registrations
Financial West Group
Financial West GroupBroker
Mutual of Omaha Investor Services, INC.
Kirkpatrick, Pettis, Smith, Polian INC.Broker
Mutual of Omaha Investor Services, INC.Broker
State Registrations4 states
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.