Manfred Dieter Wunderlich

Capital Synergy Partners

47 Years of Experience

4 DisclosuresBrokerSells 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

2860 Michelle Drive, Suite 150, Irvine, CA, 92606

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2004

Closed-No Action

Customer Dispute

October 2003

Settled

Customer Dispute

January 2003

Closed-No Action

Customer Dispute

March 2001

Closed-No Action

View Full SEC Report How to Read Disclosures

Other 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.