Zynergy Retirement Planning provides financial planning and investment management services, specializing in helping individuals at or near retirement. Zynergy's services include cash flow management, investment planning, retirement planning, tax planning, insurance planning, and estate planning. Zynergy uses index funds and ETFs to diversify client portfolios based on risk tolerance, keeping investment expenses low and rebalancing regularly. They also offer tax services at different levels.
Assets Under Management$170M
Clients172
Advisors5
Avg. per Client$1M
Avg. per Advisor$35M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Minimum fee $10,000/yr for new clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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