Synergy Investment Management offers investment management services, creating customized portfolios of mutual funds, exchange-traded funds, and individual securities based on client goals and risk tolerance. Synergy also provides financial planning services, including retirement planning, risk management, education savings, and insurance needs. Synergy may recommend unaffiliated investment managers. Certain advisors are registered representatives of LPL Financial and may receive commissions.
Assets Under Management$460M
Clients1,083
Advisors15
Avg. per Client$430K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range up to 1.50% annually based on several factors, including the scope and complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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