David Schlitt
David Schlitt is a ChFC-designated registered investment advisor at Synergy Investment Management LLC, based in Altamonte Springs, FL, with 36 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,083 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range up to 1.50% annually based on several factors, including the scope and complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Fees may be negotiable.
Fee Estimator
Location
215 North Westmonte Drive, Altamonte Springs, FL, 32714
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David has several business activities, including DBAs for his LPL business, Merit Wealth Advisors LLC, and Synergy Investment Management LLC where he provides investment advisory services full-time. He also spends a few hours per week with Coastal Insurance Agency selling non-variable insurance.
Employment History
Current Registrations
Synergy Investment Management LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Merit Financial Advisors
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Schlitt Investor Services, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.