Overview
- Headquarters
- St. Petersburg, FL
- Total Firm Assets
- $3.2 billion
- Average High-Net-Worth Client Portfolio Size
- $5.0 million
- Stated Minimum Account Size
- $1,000,000
Recent Rankings
Forbes 2025: 132
Fee Disclosure
Source: CYNDEO WEALTH PARTNERS ADV BROCHURE (2026-06-12) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.30% – 2.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 91.40%
- Number of High-Net-Worth Clients
- 575
- Total Client Accounts
- 5,330
- Discretionary Accounts
- 5,330
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 307781
- CYNDEO WEALTH PARTNERS ADV BROCHURE (2026-06-12) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗