Synergy Investment Group offers investment advisory, financial planning, and portfolio management services. Synergy Investment Group manages client portfolios using strategies like asset allocation with mutual funds and exchange-traded funds, alongside investing in undervalued individual stocks. Clients can choose between discretionary management, where Synergy Investment Group makes trades on their behalf, or non-discretionary management. In addition to investment management, Synergy Investment Group provides comprehensive financial planning, limited planning focused on specific areas like retirement or estate planning, and hourly consultations. Synergy Investment Group works primarily with individuals and high net worth individuals, requiring a minimum investment of $25,000 for its managed account program.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.25% |
| $2M+ | 0.75% |
Fees are negotiable between Synergy Investment Group and the client, but cannot exceed the stated schedule.