MK
MK

Michel Klus

4 Years of Experience
Dripping Springs, TX

Michel Klus is a registered investment advisor at Synergos Capital Management, based in Dripping Springs, TX, with 4 years of industry experience. Michel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3 clients with $2.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$767K average
Assets Under Management
$2.3M

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Dripping Springs, TX

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Synergos Capital Management
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
September 2024 - October 2024 · 1 mo
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
Michel Klus - Financial Advisor | TrueAdvisor