Tyler Kotlarz is a registered investment advisor at Synergy Wealth Management, LLC, based in Grand Rapids, MI, with 11 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 282 clients with $120M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.5M | 0.75% |
| $4.5M+ | 0.75% |
Fees are negotiable for accounts above $5,000,000. Clients can aggregate multiple accounts to negotiate a lower fee.
Fee Estimator
Location
660 Cascade W. Parkway Se, Suite 250, Grand Rapids, MI, 49546
Get directionsHistory
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
Tyler is an assistant office manager at Pro Am Collision, spending about half his time there. He also owns MI Storage, LLC, Kotlarz Properties, LLC, and is a partner in MI Motors, dedicating a few hours per week to MI Storage, minimal time to Kotlarz Properties, and minimal time to MI Motors.
Employment History
Current Registrations
Synergy Wealth Management, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
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.