Synergy Investment Group offers investment management and financial planning services. Their investment management program manages accounts in a variety of securities. Financial planning services include comprehensive, limited, and hourly planning, tailored to the client's needs. Clients are not obligated to act on Synergy's recommendations.
Assets Under Management$53M
Clients222
Advisors2
Avg. per Client$240K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.25% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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