Synergy Wealth Management (SWM) provides investment advice and financial planning services to individuals and high-net-worth individuals. SWM offers portfolio management tailored to client goals, financial planning covering investments, insurance, taxes, retirement, and estate planning. SWM may also recommend third-party investment managers. Clients are not obligated to implement any recommendations.
Fee Structure
Synergy Wealth Management's fees for managing your investments range from 0.50% to 2.00% annually, depending on your specific needs and the complexity of the services. These fees are deducted from your account quarterly. Your account may be managed directly by Synergy Wealth Management or through a third-party manager, with fees charged separately. Combined fees charged by Synergy Wealth Management and any third-party manager will never exceed 2.00% annually.