Synthia Durham
Synthia Durham is a PFS-designated registered investment advisor at Life Advisors Financial Planning and Wealth Management, LLC, based in Munfordville, KY, with 17 years of industry experience. Synthia 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, Insurance Planning, and 3 more. Their firm serves 74 clients with $12M 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 $50K | 2.00% |
| $50K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable in certain circumstances. All accounts for members of the client’s family (husband, wife and dependent children) will be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
110 East Union Street, Munfordville, KY, 42765
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Synthia is an accountant for Hart County Hardwoods, LLC, dedicating about half her time to this role. She also performs administrative duties for Fowler Durham CPAs & Advisors, PLLC, spending minimal time per month.
Employment History
Current Registrations
Life Advisors Financial Planning and Wealth Management, LLC
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.