Assets Under Management
$53.1M
Number of Clients
222
Number of Advisors
3
Average Client AUM
$239K
AUM per Advisor
$17.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Synergy Investment Group provides investment advisory, financial planning, and investment products and services. They manage accounts on a discretionary or non-discretionary basis and may utilize third-party managers. Financial planning includes comprehensive, limited, and hourly options.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.25% |
| $2M+ | 0.75% |
Fees are negotiable.
708 Mclain Road, Kannapolis, NC, 28083