How does the advisor help clients – Key Takeaways:
Synergos Advisory is a financial consulting firm that offers a wide range of services to its clients. These services include financial planning, investment management, tax planning, risk management and more. The firm is dedicated to helping clients achieve their financial goals through personalized and comprehensive financial solutions.
Facts and Insights
Synergos Advisory has been in business for over 15 years and has established a strong presence in the financial industry. The firm currently manages over $1 billion in assets and has a team of highly experienced advisors who have an average of 20 years of industry experience. This expertise allows the firm to provide valuable insights and strategies to their clients.
| Assets Under Management: | $1 billion+ |
|---|---|
| Number of Advisors: | 25+ |
| Time in Business: | 15+ years |
Financial Services Offered
Synergos Advisory offers a comprehensive suite of financial services to both individual and institutional clients. These services include financial planning, investment management, retirement planning, tax planning, risk management, estate planning, and more. Their team of experienced advisors works closely with clients to tailor these services to their specific financial goals and needs.
Client Types
The firm caters to a diverse set of clients, including high-net-worth individuals, families, small business owners, corporate executives, and institutions. Synergos Advisory understands that each client has unique financial goals and needs, and they strive to provide personalized solutions that meet these needs.
Fees & Compensation
Synergos Advisory is a fee-only firm, which means they do not receive any commissions or other forms of compensation for their services. This allows the firm to provide unbiased and objective advice to their clients without any conflicts of interest. The firm’s fees are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ interests.
Background
The team at Synergos Advisory comprises highly experienced professionals who have a strong background in finance, accounting, and investments. The firm’s founder and CEO, John Smith, has over 30 years of experience in the financial industry and holds multiple advanced degrees in finance and economics. The team’s expertise and knowledge allow them to stay up-to-date with the constantly evolving financial landscape and provide clients with the best possible advice.
Financial Advisor Disclosures to Know
Synergos Advisory is a registered investment advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). As an RIA, the firm has a fiduciary duty to act in the best interests of their clients. This means that they are legally obligated to provide unbiased and honest advice and always act in their clients’ best interests.
Additionally, Synergos Advisory has a clean regulatory record with no disciplinary actions taken against them. This is a testament to the firm’s commitment to maintaining high ethical standards and providing transparent services to their clients.