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 $2.5M | 1.50% |
| $2.5M - $10.0M | 1.25% |
| $10M+ | 1.15% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of your assets under management. Financial planning fees range from $5,000 to $60,000, depending on the scope and complexity of the plan. These fees are negotiable. Synergy believes their services are most appropriate for clients with at least $10,000,000 of investable assets. For the Launch program, they believe these services are most appropriate for clients with at least $1,000,000 of investable assets.
Areas of Practice
Advisor Information
Office location
Hooper, UT
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Shannon owns a single-family real estate property in Hampton, VA, since 2008, which is not investment-related. Shannon also engages in fiduciary activities, acting in roles such as attorney-in-fact or trustee.