Synergy Fg
Assets Under Management
$274.3M
Number of Clients
115
Number of Advisors
3
Average Client AUM
$2.4M
AUM per Advisor
$91.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Synergy Financial Group offers comprehensive financial planning and discretionary investment management services. They work with individuals, trusts, estates, charitable organizations, and small businesses. Services include financial goal determination, investment management, tax and estate planning, insurance review, education funding, retirement planning, and cash flow management. For clients with at least $10 million in investable assets. For clients under that threshold, and who do not require financial planning services, they offer investment solutions through their Launch program.
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
Location
CA, United States