How does the advisor help clients – Key Takeaways:
Synergist Wealth Advisors is committed to providing comprehensive financial planning and investment management services to their clients.
- They offer a wide range of financial services, including retirement planning, estate planning, tax planning, and investment management.
- Their team of experienced advisors provides personalized strategies to help clients reach their financial goals and navigate through different market conditions.
- Synergist Wealth Advisors prioritizes transparency and communication with their clients, ensuring they are informed and involved in the decision-making process.
Facts and Insights
Synergist Wealth Advisors was founded in 2005 and has been in business for over 15 years. They currently have over $1 billion in assets under management and 20 advisors on their team.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 20 |
Financial Services Offered
- Comprehensive Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Investment Management
Client Types
Synergist Wealth Advisors serves a diverse range of clients, including individuals, families, small businesses, and corporations.
Fees & Compensation
Synergist Wealth Advisors charges a fee based on a percentage of the assets under management, typically ranging from 1-2%. They do not receive any commissions or compensation from third parties, ensuring their advice is unbiased and in the best interest of their clients.
Background
The team at Synergist Wealth Advisors has a wealth of experience and expertise in financial planning and investment management. They are committed to ongoing education and staying updated on industry trends and best practices.
Financial Advisor Disclosures to Know
Synergist Wealth Advisors is a registered investment advisor and is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. They have no disciplinary actions or disclosures on their record.