Payton Lafoy is a registered investment advisor at Syntegra Private Wealth Group LLC, based in Chesterfield, MO, with 1 years of industry experience. Payton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 2,444 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Syntegra Private Wealth Group's fee for managing your investments will not exceed 1.5% per year, based on the value of your account. The fee is calculated monthly in advance. The fee may be negotiable based on your circumstances. You'll also pay transaction fees charged by the custodian, such as Schwab.
Location
14567 N Outer 40 Rd, Ste 225, Chesterfield, MO, 63017
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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.
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Payton works as a Client Service Specialist at Osaic Wealth, Inc., dedicating full-time hours to this investment-related role. A portion of this time is spent during security trading hours.
Employment History
Current Registrations
Syntegra Private Wealth Group LLC
State Registrations1 state
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