Aimee Horstman is a registered investment advisor at Synovus Securities, INC., based in Charleston, SC, with 25 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
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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
158 Meeting Street, Charleston, SC, 29401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aimee works as a suite attendant for a concert series at a local concert venue. This takes about 10-20% of her time and is not investment related.
Employment History
Current Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
Previous Registrations
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations1 state
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