| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
These fees are for SPGA's portion only. Synergy Asset Management charges additional fees. Fees may be waived or reduced at SPGA's discretion.
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684
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Learn about disclosures →Joseph is affiliated with Synergy Financial Services, Inc., Rowan Street Advisors, LLC, Synergy Mergers + Acquisitions, LLC, and Synergy Asset Management, LLC, spending the majority of his time in these roles. These activities are investment-related.