Synergy Capital of Colorado offers personalized investment management and financial planning services. Synergy Capital creates customized investment portfolios using stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, tailoring strategies to each client's specific goals, time horizon, and risk tolerance. Financial planning is included as part of the investment management service, covering retirement planning, tax strategies, estate planning, risk management, and overall financial positioning. Synergy Capital primarily works with high-net-worth individuals, families, businesses, and trusts, operating as an independent registered investment advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Specific fee percentages are negotiable based on client circumstances and portfolio size.