| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
These fees are for SPGA's portion only. Synergy Asset Management charges additional fees. Fees may be waived or reduced at SPGA's discretion.
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Learn about disclosures →Loren is associated with Strategic Benefits Inc. DBA Sound Planning Group, an insurance firm, since 2015. Loren dedicates about half of his time to this role, with duties including client management, office support, para planning, and working as an insurance agent.