Syntropy Wealth Management offers investment management services, managing client accounts using Modern Portfolio Theory. They invest in stocks, bonds, mutual funds, ETFs, REITs, options, and private placements. Syntropy also offers an automated investment program called Intelligent Portfolio Service (IPS) using ETFs and mutual funds. Financial planning and consulting services are also available to help clients understand their financial situation and achieve their goals.
Assets Under Management$52M
Clients73
AdvisorsN/A
Avg. per Client$720K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.65% |
| $2M+ | 0.45% |
For annuity, 401k/403b & Limited Investment Menu Plans: 0.60% (entire balance). Reduced fees may be negotiated with CCO approval, but never increased.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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