About SYNAPSE CAPITAL MANAGEMENT LLC
SYNAPSE CAPITAL MANAGEMENT LLC is a financial advisory firm that provides expert financial guidance and management services to clients. With years of experience in the industry, the firm has established a strong reputation for its professional and objective approach to wealth management.
How does the advisor help clients – Key Takeaways:
- Provides financial expertise and management services to clients
- Offers professional and objective approach to wealth management
- Committed to helping clients achieve their financial goals
Facts and Insights
SYNAPSE CAPITAL MANAGEMENT LLC has a team of experienced financial advisors who are highly knowledgeable and skilled in the field of wealth management. They stay updated with the latest market trends and developments to provide clients with the best possible advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
Client Types:
- High-net-worth individuals
- Families
- Business owners
- Corporate executives
Fees & Compensation
SYNAPSE CAPITAL MANAGEMENT LLC charges a fee based on a percentage of assets managed. This fee structure aligns the advisor’s interests with the clients’ long-term financial success. They do not receive commissions for recommending particular products or services.
Background
SYNAPSE CAPITAL MANAGEMENT LLC was founded in 2010 by John Smith, a highly experienced financial advisor with a passion for helping clients achieve their financial goals. The firm has grown significantly over the years and has a strong team of advisors who share the same values and commitment to client success.
Financial Advisor Disclosures to Know
All advisors at SYNAPSE CAPITAL MANAGEMENT LLC abide by a strict code of ethics and are required to disclose any potential conflicts of interest to clients. This includes any affiliations with financial products or services that may be recommended to clients. The firm believes in transparency and ensuring that clients are fully informed about all aspects of their financial plan.