Synthesis Advisors provides portfolio management services, primarily through managers of privately administered pooled investment funds (hedge funds). Synthesis Advisors allocates client assets based on their investment objectives and the characteristics of each pooled investment fund. Synthesis Advisors also provides services on matters not involving investments or securities, such as management of real and personal property, the incurrence or payment of indebtedness, and management of other day-to-day personal financial activities.
Assets Under Management$82M
Clients82
Advisors1
Avg. per Client$1M
Avg. per Advisor$82M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.67% |
Base market fee. Fees are negotiable. Some clients may also pay flat fees or other asset-based fees. Many clients are also charged a performance-based fee of up to 10% of gains above a certain return threshold.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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