Synergist Private Wealth refers clients to third-party investment managers. Synergist Private Wealth gathers information about your financial situation and objectives, and then recommends a third-party manager or investment style based on your needs, goals, risk tolerance, and investment objectives. Synergist Private Wealth also offers financial planning services on topics such as financial goals, investment analysis, retirement strategy, and estate preservation.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Synergist Private Wealth does not directly manage client assets. Instead, they recommend third-party managers. The fees for these managers vary depending on the portfolio type:
- Strategic Portfolios: 1.70% annually (1.00% to the third-party manager, 0.70% to Synergist Private Wealth)
- Tactical Portfolios: 1.65% annually (1.00% to the third-party manager, 0.65% to Synergist Private Wealth)
- Allocation & Defined Outcome Portfolios: 1.55% annually (1.00% to the third-party manager, 0.55% to Synergist Private Wealth)
- Preservation Portfolios: 1.00% annually (0.60% to the third-party manager, 0.40% to Synergist Private Wealth)
A $15 quarterly service fee is also charged. These fees are negotiable.
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