Synergy Investment Management provides customized investment advisory solutions, including ongoing portfolio management, financial planning, and retirement plan consulting. Synergy Investment Management designs diversified portfolios using mutual funds, exchange-traded funds, individual stocks, bonds, options, and alternative investments, relying primarily on Modern Portfolio Theory. Synergy Investment Management also utilizes third-party platforms to manage held-away assets such as 401(k) accounts. Financial planning services cover retirement, investment planning, personal risk management, education savings, and insurance needs. Synergy Investment Management serves individuals, high-net-worth individuals, trusts, estates, businesses, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range up to 1.50% annually based on factors including scope, complexity, asset level, and overall relationship. Fees may be negotiable.