Barton Gadlage is a CFP-designated registered investment advisor at Synovus Securities, INC., based in Atlanta, GA, with 26 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
Number of Clients
Average Client Portfolio
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
3400 Overton Park Drive, Atlanta, GA, 30339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barton is a board member of Team Doctors Preferred Access, LLC, a concierge medical service founded by his family, dedicating about 10-20% of his time to business development and management. He also works as a bookkeeper/CFO for Robert A Gadlage MD PC, a medical practice, spending a few hours per week.
Employment History
Current Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
Previous Registrations
Creative Financial Group LTD
Synovus Securities, INC.
Robert Andrew Securities, INC.Broker
Sequoia Investments, INC.Broker
State Registrations40 states
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