Syntegra Private Wealth Group offers investment advice tailored to clients' needs and objectives. They provide discretionary portfolio management, financial planning services, and may recommend third-party money managers. Financial plans cover various aspects of financial management and are based on the client's situation and goals. Clients are not obligated to act on recommendations or implement plans through Syntegra.
Assets Under Management$1.2B
Clients2,444
Advisors12
Avg. per Client$490K
Avg. per Advisor$99M
Fee Structure
Planning is included in investment management (also available separately)
Syntegra Private Wealth Group's fee for managing your investments will not exceed 1.5% per year, based on the value of your account. The fee is calculated monthly in advance. The fee may be negotiable based on your circumstances. You'll also pay transaction fees charged by the custodian, such as Schwab.
Loading...