Synovus Securities, Inc. is a registered investment advisor and broker-dealer headquartered in Columbus, Georgia, providing a wide range of investment advisory and wealth management services to individuals, families, and institutions. The firm offers several investment programs, including separately managed accounts, mutual fund and exchange-traded fund asset allocation wrap strategies, advisor-directed portfolios, and unified managed accounts, partnering with platforms like Envestnet to give clients access to diverse portfolio managers and investment strategies. In addition to investment management, Synovus Securities provides comprehensive financial planning covering retirement, tax strategies, estate planning, education funding, and business succession. Clients can choose between discretionary and non-discretionary account management tailored to their individual risk tolerance and financial goals. The firm is a wholly owned subsidiary of Pinnacle Financial Partners, Inc.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.46% |
| $500K - $1.0M | 1.36% |
| $1.0M - $2.0M | 1.26% |
| $2M+ | 1.16% |
Rates reflect the Advisor Directed Program schedule (highest standard SSI retention rate among main programs). Fees vary across different programs (such as SMA, Strategist, UMA) which also include subadviser and platform fees. Fees are negotiable.