David Stryzewski is a registered investment advisor at Spg Advisors LLC, based in Kirkland, WA, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 628 clients with $460M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
These fees are for SPGA's services only. Synergy Asset Management (SAM) also charges a fee: $0 - $1,000,000: 0.45%, $1,000,001 - $3,000,000: 0.40%, Over $3,000,000: 0.20%. SPGA may waive and/or reduce its portion of the advisory fee paid from SAM based upon certain criteria.
Fee Estimator
Location
11411 NE 124th St, Suite 255, Kirkland, WA, 98034
Get directionsHistory
Regulatory History (1)
Regulatory
December 2018Other Business ActivitiesSells Insurance
David owns Sound Tax Planning LLC, a tax planning firm, dedicating about 10% of his time. He is also an insurance agent with Sound Planning Group, spending about a quarter of his time in this role, and acts as a National Mentor for Simplicity Financial Marketing Inc., spending minimal time in this capacity.
Employment History
Current Registrations
Spg Advisors LLC
Previous Registrations
Synergy Financial Management, LLC
Redhawk Wealth Advisors, INC.
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.