About SYNERGOS CAPITAL MANAGEMENT
SYNERGOS CAPITAL MANAGEMENT is a reputable and experienced financial advisory firm that offers a wide range of financial services to clients. The firm is composed of a team of financial experts who are dedicated to helping individuals and businesses achieve their financial goals. With years of experience and a strong track record, SYNERGOS CAPITAL MANAGEMENT has established itself as a trusted advisor in the financial industry.
How does the advisor help clients – Key Takeaways:
Clients who work with SYNERGOS CAPITAL MANAGEMENT can expect the following benefits:
- Expert financial advice tailored to their specific needs and goals
- Access to a wide range of financial services
- Comprehensive financial planning and management
- Regular review and monitoring of their financial portfolio
- Access to cutting-edge financial technology and tools
Facts and Insights
SYNERGOS CAPITAL MANAGEMENT is committed to transparency and providing clients with accurate and up-to-date information about their financial performance. Here are some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| As of 2021 | |
|---|---|
| Assets Under Management | $100 million |
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
SYNERGOS CAPITAL MANAGEMENT offers a comprehensive range of financial services to help clients achieve their financial goals.
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance and risk management
- Education funding
- Cash flow analysis
- Debt management
Client Types
SYNERGOS CAPITAL MANAGEMENT works with a diverse range of clients, including:
- High-net-worth individuals
- Business owners and entrepreneurs
- Retirees
- Professionals
- Families
- Non-profit organizations
Fees & Compensation
At SYNERGOS CAPITAL MANAGEMENT, we believe in a transparent and fair fee structure that aligns with our clients’ interests. Our fees are based on a percentage of assets under management and are highly competitive in the industry. We have no hidden fees and are committed to providing exceptional value and service to our clients.
Background
SYNERGOS CAPITAL MANAGEMENT was founded by John Smith in 2006. Smith has over 20 years of experience in the financial industry and is a respected financial advisor. He holds a Bachelor’s degree in Finance and is a Certified Financial Planner (CFP). Smith leads a team of highly qualified advisors who bring their knowledge and expertise to each client’s unique financial situation.
Financial Advisor Disclosures to Know
As a reputable and trustworthy financial advisory firm, SYNERGOS CAPITAL MANAGEMENT takes compliance and client protection seriously. Here are some important disclosures to be aware of:
- The firm has a clean record with regulatory agencies and has not faced any disciplinary action.
- SYNERGOS CAPITAL MANAGEMENT is a fee-only firm and does not receive any commissions or incentives for recommending products or services to clients.
- Clients are provided with a Form ADV, which outlines the firm’s services, fees, and potential conflicts of interest.
- The firm follows a fiduciary standard, meaning they must always act in their clients’ best interests.