Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
For portfolio management, you'll pay an annual fee based on the amount of assets managed, as shown in the table above. These fees are negotiable. The minimum investment amount is $25,000, but this may be waived. Comprehensive financial planning has a maximum fee of $15,000, which is also negotiable. Limited and hourly financial planning are billed at a maximum of $250/hour, also negotiable.
Areas of Practice
Advisor Information
Office location
708 Mclain Road, Kannapolis, NC, 28083
Get directionsRegulatory History (1)
Employment Separation After Allegations
January 2010Other Business ActivitiesSells Insurance
Jeffrey is involved in several outside business activities, including insurance sales as a representative for Syneregy Insurance Group, investment advisory services through Synergy Investment Group LLC and Synergy Wealth Management, and real estate ventures. He also owns Vaughn Wealth Management Inc, his S Corp, and Avista Resort Condo.