Fredrick Iacovoni
Fredrick Iacovoni is a registered investment advisor at Synergy Wealth Management, LLC, based in Grand Rapids, MI, with 15 years of industry experience. Fredrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 282 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.5M | 0.75% |
| $4.5M+ | 0.75% |
Fees are negotiable for accounts above $5,000,000. Clients can aggregate multiple accounts to negotiate a lower fee.
Fee Estimator
Location
660 Cascade W. Parkway Se, Suite 250, Grand Rapids, MI, 49546
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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 Activities
Fredrick is the owner and fishing guide for Mitten State Guide Service, LLC. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Synergy Wealth Management, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
State Registrations2 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.