Synergy Financial Group, LTD, operating as Synergy FG, offers financial planning and investment management services. Financial planning covers retirement, education, taxes, insurance, and estate issues. Investment management is tailored to individual needs, with discretionary authority to manage assets. For clients with less than $10 million in investable assets, Synergy offers investment solutions through their Launch program, which is most appropriate for clients with at least $1,000,000 of investible assets.
Assets Under Management$270M
Clients115
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$10M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $10.0M | 1.25% |
| $10M+ | 1.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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