Synergy Wealth Advisors provides portfolio management based on individual client goals and risk tolerance. They create investment policy statements to guide asset allocation and selection. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. Synergy Wealth Advisors may direct clients to third-party money managers and receive a fee share.
Assets Under Management$19M
Clients42
Advisors1
Avg. per Client$440K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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