Capital Synergy Partners (CSP) offers personalized investment strategies through various programs. Clients can choose a Third-Party Money Manager Program where CSP recommends independent managers and monitors their performance. Alternatively, clients can opt for an Advisor Managed Account Program where CSP directly manages the investment portfolio on a non-discretionary basis. CSP also provides financial planning and consulting services covering areas like tax planning, risk management, estate planning, and retirement planning. Clients are not obligated to act on CSP's recommendations or implement them through CSP.
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.