Palash Islam is a CFP-designated registered investment advisor at Synergy Fg, based in San Ramon, CA, with 24 years of industry experience. Palash operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 126 clients with $360M 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 $2.5M | 1.25% |
| $2.5M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are payable quarterly in advance and are negotiable.
Fee Estimator
Location
San Ramon, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Palash owns rental properties since 2007, dedicating minimal time to collecting rent and maintaining the properties. He also works as an insurance agent/contractor since 2001, selling various insurance products and dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Synergy Fg
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
New England SecuritiesBroker
State Registrations2 states
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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