Jeffrey Ackler
Jeffrey Ackler is a CFP-designated registered investment advisor at Synergy Investment Management LLC, based in Tavares, FL, with 33 years of industry experience. Jeffrey 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
1599 Tropical Ct., Ste 7, Tavares, FL, 32778
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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
Jeffrey owns a travel agency franchise, Cruise Planners - Blue Harbor Getaways LLC, dedicating about 10% of his time. He is also affiliated with Wealth Realm, LLC, WellCents hosted by Merit Financial Advisors, Merit Wealth Advisors, and Synergy Investment Management, LLC, and Coastal Insurance Agency, LLC.
Employment History
Current Registrations
Synergy Investment Management LLC
LPL Financial LLCBroker
Previous Registrations
Merit Financial Advisors
LPL Financial LLC
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fleet Brokerage Securities, INC.Broker
Mds Securities IncorporatedBroker
The Dreyfus Service CorporationBroker
State Registrations1 state
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