Cyndeo Wealth Partners is a registered investment advisor offering portfolio management, financial planning, and consulting services. They provide tailored investment advice and can manage portfolios on a discretionary or non-discretionary basis, including using sub-advisors and model portfolios. They also offer financial planning, family office services, and business advisory services for middle-market business owners. Cyndeo can recommend third-party money managers and has a relationship with Dynasty Financial Partners for operational support.
Fee Structure
Cyndeo Wealth Partners charges an annual fee for managing your investment portfolio, ranging from 0.30% to 2.00% of the portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration required. Fees are billed quarterly in advance, and adjustments are made for large deposits or withdrawals. The fee is negotiable based on your individual circumstances. Cyndeo can combine account values of family members to potentially lower the fee. If using third-party money managers, their fees are separate and in addition to Cyndeo's fees.