Stacey Treanor is a CFP, ChFC-designated registered investment advisor at Synergy Fg, based in Charlotte, NC, with 18 years of industry experience. Stacey 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
Charlotte, NC
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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 Activities
Stacey is involved with Paragon Operations, LLC, starting in September 2022. This takes about a quarter of Stacey's time, including time during trading hours, and is not investment-related.
Employment History
Current Registrations
Synergy Fg
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
Aon Hewitt Financial Advisors, LLC
Hewitt Financial Services LLCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Vanguard Marketing CorporationBroker
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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