Synergy Capital Advisors (SCA) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizons. SCA creates an Investment Policy Statement for each client to guide investment decisions. SCA primarily invests in mutual funds, equities, bonds, ETFs, hedge funds, REITs, and private placements. Clients can impose restrictions on investments, but SCA may terminate the relationship if those restrictions hinder their ability to properly service the account.
Fee Structure
Synergy Capital Advisors (SCA) charges an annual fee based on the amount of your portfolio. There are different fee schedules depending on whether you choose a "Long-Short" or "Long-Only" portfolio:
Long-Short Portfolio:
- $250,000 - $499,999: 2.00%
- $500,000 - $749,999: 1.75%
- $750,000 - $999,999: 1.50%
- $1,000,000 and Above: 1.00%
Long-Only Portfolio:
- $250,000 - $499,999: 1.50%
- $500,000 - $749,999: 1.25%
- $750,000 and Above: 1.00%
These fees are negotiable. Qualified investors may also be charged a performance-based fee of 20% of net profits above a mutually agreed upon high water mark.