Synergy Investment Group, LLC
Assets Under Management
$53.1M
Number of Clients
222
Number of Advisors
3
Average Client AUM
$239K
AUM per Advisor
$17.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Synergy Investment Group, LLC offers investment advisory and financial planning services. They manage accounts on a discretionary basis and may utilize third-party managers. Financial planning services include comprehensive, limited, and hourly options, tailored to client needs. The firm requires a minimum investment of $25,000 for managed accounts, which may be waived.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.25% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
For portfolio management, you'll pay an annual fee based on the amount of assets managed, as shown in the table above. These fees are negotiable. The minimum investment amount is $25,000, but this may be waived. Comprehensive financial planning has a maximum fee of $15,000, which is also negotiable. Limited and hourly financial planning are billed at a maximum of $250/hour, also negotiable.
Areas of Practice
Location
708 Mclain Road, Kannapolis, NC, 28083