Gregory Alves
Gregory Alves is a registered investment advisor at Synergy Capital Advisors, LLC, based in Round Rock, TX, with 19 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $2.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Synergy Capital Advisors (SCA) charges an annual fee based on the amount of your portfolio. There are different fee schedules depending on whether you choose a "Long-Short" or "Long-Only" portfolio:
Long-Short Portfolio:
- $250,000 - $499,999: 2.00%
- $500,000 - $749,999: 1.75%
- $750,000 - $999,999: 1.50%
- $1,000,000 and Above: 1.00%
Long-Only Portfolio:
- $250,000 - $499,999: 1.50%
- $500,000 - $749,999: 1.25%
- $750,000 and Above: 1.00%
These fees are negotiable. Qualified investors may also be charged a performance-based fee of 20% of net profits above a mutually agreed upon high water mark.
Location
Round Rock, TX
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Regulatory History (1)
Financial
October 2025Other Business Activities
Gregory is a full-time lecturer at the University of Texas at Austin's McCombs School of Business, teaching investment courses to undergraduate and graduate finance students.
Employment History
Current Registrations
Synergy Capital Advisors, LLC
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.