| 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.
11411 NE 124th St, Suite 255, Kirkland, WA, 98034
Get directionsDavid 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.