Robert Law is a CFP-designated registered investment advisor at Synovus Securities, INC., based in Atlanta, GA, with 40 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 12,411 clients with $8.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Synovus Securities offers several investment programs with fees that vary depending on the program and the amount you invest. These fees cover investment advice, portfolio management, custodial services, and brokerage-related expenses. Here's a breakdown of some of the programs:
- Separately Managed Account (SMA) Program: Fees range from 1.10% to 1.40% annually, plus subadviser fees (0.13% to 1.02%) and Envestnet fees (0.17%).
- Strategic Allocation Program: Fees range from 0.96% to 1.26% annually, plus subadviser fees (0.00% to 0.18%) and Envestnet fees (0.13%).
- Tactical Allocation Program: Fees range from 1.00% to 1.30% annually, plus subadviser fees (0.15% to 0.35%) and Envestnet fees (0.13%).
- Foundations Program: Fees range from 0.95% to 1.15% annually, plus subadviser fees (0.10%) and Envestnet fees (0.10%).
- Advisor Directed Program: Fees range from 1.16% to 1.46% annually, plus Envestnet fees (0.08%).
- Unified Managed Account (UMA) Program: Fees range from 1.10% to 1.40% annually, plus subadviser fees (0.15% to 0.67%) and Envestnet fees (0.12%).
- Individually Managed Accounts and Outside Money Manager Program: Fees range from 1.10% to 1.40% annually, plus subadviser fees (0.30% to 1.00%).
There are also minimum account values for each program, which may be waived at Synovus Securities' discretion. Synovus Securities also charges 1.50% annually for advice related to variable insurance contracts, with a $500 minimum annual fee.
Location
3400 Overton Park Drive, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is involved in various real estate ventures, including acting as a broker for Austral Realty Corporation since 1990 and holding partnerships/sole proprietorships in several LLCs focused on residential and commercial property investments. He also serves as a partner in Tatum Law LLC, reviewing alternative investment angel capital, and is an investor in a live performance theatre, while spending minimal time as a notary public.
Employment History
Current Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
Previous Registrations
Synovus Securities, INC.
Creative Financial Group LTD
Robert Andrew Securities, INC.Broker
Aegon USA Securities INC.Broker
Source Securities, INC.Broker
State Registrations43 states
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