PV
CFP
PV
CFP
Paula Vos is a CFP-designated registered investment advisor at Synergist Wealth Advisors, based in Carmel, CA, with 24 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 15 clients with $47M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$47.3M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.40% |
| $2.0M - $6.0M | 1.20% |
| $6M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3855 Via Nona Marie, P.O. Box 1844, Carmel, CA, 93921
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2020Final
Employment History
Current Registrations
Synergist Wealth Advisors
June 2003 - Present · 22 yrs 10 mos
Previous Registrations
Wells Fargo Investments, LLC
June 2002 - May 2003 · 11 mos
Wells Fargo Investments, LLCBroker
November 2001 - May 2003 · 1 yr 6 mos
J.P. Morgan Securities INC.Broker
April 2001 - November 2001 · 7 mos
State Registrations1 state
CA
Advisor
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.