Synergist Wealth Advisors offers wealth planning and portfolio management services to individuals and families. Wealth planning includes financial, investment, insurance, tax, retirement, and estate planning. Portfolio management includes asset management, manager selection, and monitoring. Synergist works with clients to develop a customized investment policy and offers asset management solutions tailored to their needs.
Assets Under Management$47M
Clients15
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.40% |
| $2.0M - $6.0M | 1.20% |
| $6M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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