Synergy Asset Management, LLC
Assets Under Management
$1.1B
Number of Clients
1,148
Number of Advisors
8
Average Client AUM
$917K
AUM per Advisor
$131.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Synergy Asset Management offers wealth management and investment advisory services, including financial planning, investment management, and retirement plan advisory. They develop tailored plans based on client circumstances and goals, implementing them through custom portfolios or third-party asset managers. They may also recommend investments in affiliated private funds. Services are provided on a discretionary or non-discretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
The firm charges an annual management fee based on the value of assets managed. For DST investments, a separate, individually negotiated asset-based fee applies. Fees are assessed monthly or quarterly. The firm may negotiate fees based on client type, account size, or pre-existing relationships. Clients are responsible for custodial fees, brokerage commissions, and other expenses. A $30 annual technology fee is applied to every open client account for clients who access SAM through a TPIA or TAMP.
Areas of Practice
Location
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684