Synchravest LLC is a registered investment advisory firm based in Scottsdale, Arizona, founded in 2026 and owned by Austin Roncancio. Synchravest provides continuous asset management services, overseeing custodial accounts and investing in stocks, mutual funds, and exchange-traded funds. The firm tailors its investment strategies to match each client's financial situation, goals, risk tolerance, and personal values, allowing clients to place reasonable restrictions on certain securities. In addition to standard asset management fees, Synchravest may enter into performance-based fee arrangements for qualified clients who meet specific net worth or account size thresholds. Synchravest uses fundamental and technical analysis, employing long-term, short-term, and income-oriented strategies. Custody of client assets is maintained with unaffiliated qualified custodians such as Charles Schwab and Interactive Brokers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard annual fee is 2.00% of assets under management and is negotiable. The firm also offers an alternative performance-based fee schedule consisting of a 2.00% annual fee plus a 20.00% performance allocation on capital gains for qualified clients who meet regulatory net worth or account minimum thresholds.