Shari Flowers
Shari Flowers is a registered investment advisor at Synergy Investment Management LLC, based in Avon Park, FL, with 12 years of industry experience. Shari operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,083 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range up to 1.50% annually based on several factors, including the scope and complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Fees may be negotiable.
Fee Estimator
Location
Avon Park, FL
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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
Shari operates under the DBA Synergy Wealth Alliance for her LPL business. This activity takes about a quarter of her time.
Employment History
Current Registrations
Synergy Investment Management LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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