Jason Zalarick is a registered investment advisor at Synergy Asset Management, LLC, based in Vancouver, WA, with 22 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,148 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. Some existing clients may pay higher or lower fees than new clients.
Fee Estimator
Location
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Synergy Asset Management, LLC
Previous Registrations
Etc Brokerage Services, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Mutual Service CorporationBroker
New England SecuritiesBroker
Ameritrade, INC.Broker
TD Waterhouse Investor Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.