Synergy Asset Management (SAM) offers wealth management and investment advice to individuals, businesses, and trusts. SAM develops a plan based on your financial goals, risk tolerance, and time horizon. SAM manages custom portfolios and may recommend third-party asset managers or investments in their private funds. Financial planning services include net worth statements, cash flow analysis, tax planning, retirement planning, and estate planning reviews.
Assets Under Management$1.1B
Clients1,148
Advisors9
Avg. per Client$920K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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