Synergist Wealth Advisors provides a full suite of wealth planning and investment management services for individuals, families, trusts, estates, and business entities. Synergist helps clients navigate complex financial situations by designing customized investment strategies, creating tailored investment policy statements, and selecting appropriate securities or third-party asset managers. Wealth planning services cover financial planning, insurance and risk management, tax strategies, retirement planning, employee benefits, philanthropy, and trust and estate planning. Synergist works primarily with high-net-worth individuals and families, tailoring solutions to their unique goals, risk tolerance, and tax status. Clients can choose comprehensive ongoing family wealth advisory services or more limited select services based on their specific needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.12% |
| $2.0M - $6.0M | 0.84% |
| $6M+ | 0.52% |
Rates shown are annualized based on the primary family wealth advisory fee schedule. Select services investment management charges 0.35% quarterly (1.40% annualized) for the first tier, 0.30% quarterly (1.20% annualized) for the second tier, and 0.25% quarterly (1.00% annualized) for amounts above $6,000,000. Fees are negotiable.