Charles Jantzi
Charles Jantzi is a CFP-designated registered investment advisor at Synergy Wealth Advisors, LLC, based in Baton Rouge, LA, with 22 years of industry experience. Charles 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 42 clients with $19M 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 | 1.35% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable above $5,000,000.
Fee Estimator
Location
Baton Rouge, LA
Get directionsHistory
Regulatory History (4)
Civil
September 2009Customer Dispute
May 2009Civil
April 2009Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Charles is an associate partner at Stoneridge Partners, providing consulting services in mergers and acquisitions within the home health, home care, and hospice business segments, dedicating about a quarter of his time during trading hours and about a quarter of his time outside trading hours. Charles is also a licensed insurance agent and may offer clients advice or products from those activities, which presents a conflict of interest.
Employment History
Current Registrations
Synergy Wealth Advisors, LLC
Previous Registrations
Stanford Group Company
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.