Roberto Yudice
Roberto Yudice is a registered investment advisor at Synergy Investment Management LLC, based in Altamonte Springs, FL, with 5 years of industry experience. Roberto 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
215 North Westmonte Drive, Altamonte Springs, FL, 32714
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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
Roberto owns rental real estate and operates under the DBA Merit Wealth Advisors for his LPL business. He also provides investment advisory services to Synergy Investment Management, LLC, dedicating full-time hours to this activity.
Employment History
Current Registrations
Synergy Investment Management LLC
LPL Financial LLCBroker
Previous Registrations
Fellowship Financial Group
Ae Wealth Management, LLC
Madison Avenue Securities, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
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.