Synergy Financial Group offers comprehensive financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. Led by Palash Islam, the firm provides tailored portfolio management alongside financial planning that covers net worth analysis, cash flow projections, retirement planning, educational savings, estate planning needs, risk management, and tax management. Synergy Financial Group manages assets on a discretionary basis and also utilizes third-party money managers when appropriate. The firm believes its services are most appropriate for clients with at least $50 million in investable assets.
Assets Under Management$360M
Clients126
Advisors3
Avg. per Client$2.9M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are payable quarterly in advance and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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