Synergy Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, pension and profit sharing plans, and corporations. SynergyWM creates custom portfolios primarily using no-load mutual funds. The firm also provides retirement plan consulting services for businesses, including fiduciary services, fee benchmarking, and investment monitoring.
Assets Under Management$120M
Clients282
Advisors3
Avg. per Client$430K
Avg. per Advisor$40M
www.synergywm.com ·www.linkedin.com/company/synergy-wealth-management ·www.facebook.com/synergy-wealth-management-1938...
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.5M | 0.75% |
| $4.5M+ | 0.75% |
Fees are negotiable for accounts above $5,000,000. Clients can aggregate multiple accounts to negotiate a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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