Synergy Capital Management offers personalized financial planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Synergy Capital Management is a fee-only firm and does not receive commissions.
Assets Under Management$1M
Clients6
Advisors1
Avg. per Client$170K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
The minimum annual fee is $500 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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