Aaron Benjamin Justice

CFP

Synovus Securities, INC.

16 Years of Experience

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Firm Information

Synovus Securities, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

176 advisors

Number of Clients

11,990 clients

Average Client Portfolio

$591K average

Assets Under Management

$7.1B

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.50%
$250K - $500K	1.25%
$500K - $1.0M	1.00%
$1M+	0.75%

Fees are negotiable and may vary based on the client relationship.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$2,500

Hourly Rate:$150 - $300/hr

Fees for financial planning start at $2,500 per plan or $150 to $300 per hour. Investment and asset management fees are based on a percentage of assets under management, billed quarterly. For tax return preparation, fees start at $500 per return or $150 to $300 per hour. Fees are negotiable and may vary based on the client relationship.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Advisor Information

Office location

158 Meeting Street, Charleston, SC, 29401

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Regulatory History (1)

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Employment Separation After Allegations

January 2021

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Other Business Activities

Aaron is the treasurer for the Edisto Island Open Land Trust since 2022, reviewing their P&L, annual budget, and reporting to the board. This requires minimal time and is not investment-related.