Allyson Kiel is a registered investment advisor at Synovus Securities, INC., based in Atlanta, GA, with 17 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 12,411 clients with $8.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Synovus Securities offers several investment programs with fees that vary depending on the program and the amount you invest. These fees cover investment advice, portfolio management, custodial services, and brokerage-related expenses. Here's a breakdown of some of the programs:
- Separately Managed Account (SMA) Program: Fees range from 1.10% to 1.40% annually, plus subadviser fees (0.13% to 1.02%) and Envestnet fees (0.17%).
- Strategic Allocation Program: Fees range from 0.96% to 1.26% annually, plus subadviser fees (0.00% to 0.18%) and Envestnet fees (0.13%).
- Tactical Allocation Program: Fees range from 1.00% to 1.30% annually, plus subadviser fees (0.15% to 0.35%) and Envestnet fees (0.13%).
- Foundations Program: Fees range from 0.95% to 1.15% annually, plus subadviser fees (0.10%) and Envestnet fees (0.10%).
- Advisor Directed Program: Fees range from 1.16% to 1.46% annually, plus Envestnet fees (0.08%).
- Unified Managed Account (UMA) Program: Fees range from 1.10% to 1.40% annually, plus subadviser fees (0.15% to 0.67%) and Envestnet fees (0.12%).
- Individually Managed Accounts and Outside Money Manager Program: Fees range from 1.10% to 1.40% annually, plus subadviser fees (0.30% to 1.00%).
There are also minimum account values for each program, which may be waived at Synovus Securities' discretion. Synovus Securities also charges 1.50% annually for advice related to variable insurance contracts, with a $500 minimum annual fee.
Location
3400 Overton Park Dr Se, Atlanta, GA, 30339
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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.
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Allyson is a member of JAK Reserve LLC, which owns rental properties structured in separate LLCs. Allyson spends minimal time on occasional bookkeeping and administrative work, as day-to-day management is outsourced.
Employment History
Current Registrations
Synovus Securities, INC.
Synovus Securities, INC.Broker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Wells Fargo Advisors, LLCBroker
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.