Synovus Securities, INC.
Assets Under Management
$7.1B
Number of Clients
11,990
Number of Advisors
176
Average Client AUM
$591K
AUM per Advisor
$40.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
CFG provides wealth management services including financial planning, investment and asset management, tax-related services, risk management, and administrative services. They offer both discretionary and non-discretionary investment advisory services using various assets. CFG serves as an overall wealth manager for its clients.
Fee Structure
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
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.
Areas of Practice
Location
33 West 14th Street, 3rd Floor, Columbus, GA, 31901