Assets Under Management
$1.1B
Number of Clients
1,148
Number of Advisors
8
Average Client AUM
$917K
AUM per Advisor
$131.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Synergy Asset Management, LLC offers personalized financial planning and investment management services. They develop tailored wealth management and investment plans based on client circumstances, goals, and risk tolerance. Services include financial planning, retirement plan advisory, and sub-advisory services. They manage assets on both discretionary and non-discretionary bases.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable with clients or alternative fee arrangements may be entered into based on various factors.
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684