TrueAdvisor
TrueAdvisor
CB
CB

Christopher Bordner

Synergy Investment Management LLC
26 Years of Experience
Altamonte Springs, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Bordner is a registered investment advisor at Synergy Investment Management LLC, based in Altamonte Springs, FL, with 26 years of industry experience. Christopher 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.

Synergy Investment Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,083 clients
Average Client Portfolio
$426K average
Assets Under Management
$461.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

215 North Westmonte Drive, Altamonte Springs, FL, 32714

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher operates his LPL business under the DBA Synergy Wealth Alliance and provides investment advisory services through Synergy Investment Management, LLC. He is also a managing partner and agent for Synergy Insurance Partners, LLC, selling fixed insurance, disability, and long-term care insurance, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
Synergy Investment Management LLC
November 2021 - Present · 4 yrs 6 mos
LPL Financial LLCBroker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
LPL Financial LLC
December 2019 - May 2022 · 2 yrs 5 mos
Cetera Advisors LLC
April 2014 - December 2019 · 5 yrs 8 mos
Cetera Advisors LLCBroker
March 2014 - December 2019 · 5 yrs 9 mos
Metlife Securities INC.
November 2002 - April 2014 · 11 yrs 5 mos
Metlife Securities INC.Broker
November 2002 - April 2014 · 11 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
November 2002 - July 2007 · 4 yrs 8 mos
Walnut Street Advisers INC
June 2002 - December 2002 · 6 mos
Walnut Street Securities, INC.Broker
April 2001 - December 2002 · 1 yr 8 mos
Metlife Securities INC.Broker
December 1999 - April 2001 · 1 yr 4 mos
Metropolitan Life Insurance CompanyBroker
December 1999 - April 2001 · 1 yr 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More financial advisors in Altamonte Springs, FL →All financial advisors in Florida →