Paula Vos is a CFP-designated registered investment advisor at Synergist Wealth Advisors, based in Carmel, CA, with 25 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 15 clients with $37M 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 $2.0M | 1.12% |
| $2.0M - $6.0M | 0.84% |
| $6M+ | 0.52% |
Rates shown are annualized based on the primary family wealth advisory fee schedule. Select services investment management charges 0.35% quarterly (1.40% annualized) for the first tier, 0.30% quarterly (1.20% annualized) for the second tier, and 0.25% quarterly (1.00% annualized) for amounts above $6,000,000. Fees are negotiable.
Fee Estimator
Location
3855 Via Nona Marie, P.O. Box 1844, Carmel, CA, 93921
Get directionsHistory
Regulatory History (1)
Regulatory
August 2020Employment History
Current Registrations
Synergist Wealth Advisors
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
J.P. Morgan Securities INC.Broker
State Registrations1 state
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
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