HNW Synergy Advisors, LLC offers customized financial planning covering cash flow, risk management, employee benefits, retirement, education, estate, and tax planning. They also provide investment consultation and business/divorce planning. For investment management, HNW Synergy Advisors recommends third-party investment managers, conducting due diligence to ensure proper registration. Clients provide input on their financial situation and investment objectives, which is then given to the investment manager.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10.0M - $15.0M | 1.50% |
| $15.0M - $25.0M | 1.25% |
| $25.0M - $50.0M | 1.00% |
| $50.0M - $75.0M | 0.75% |
| $75M+ | 0.50% |
On a limited basis and following firm approval, accounts may be assessed their asset-based fee on a monthly basis, in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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