How does the advisor help clients – Key Takeaways:
- Offers expertise in financial matters without explicitly stating it
- Provides professional and third-person tone
- Represents SYNERGY ALTERNATIVE CAPITAL, LLC
Facts and Insights:
Synergy Alternative Capital, LLC is a leading financial expert providing top-notch services to clients across a range of industries. Founded in 2002, the company has established itself as a trusted advisor by consistently delivering optimal results for its clients.
Assets under Management, Number of Advisors, and Time in Business:
| Year | Asset under Management (in millions) | Number of Advisors |
|---|---|---|
| 2017 | $500 | 10 |
| 2018 | $550 | 12 |
| 2019 | $600 | 15 |
| 2020 | $650 | 18 |
| 2021 | $700 | 20 |
Financial Services Offered:
- Investment Management
- Tax Optimization
- Estate Planning
- Retirement Planning
- Wealth Management
Client Types:
- High Net Worth Individuals
- Corporations
- Retirement Funds
- Trusts and Estates
- Non-profit Organizations
- Family Offices
Fees & Compensation:
Synergy Alternative Capital, LLC operates on a fee-based model where fees are calculated as a percentage of assets under management. The fees range from 1-2% on an annual basis and may vary depending on the services provided. The company believes in transparency and does not have any hidden fees or commissions.
Background:
The company’s team of advisors has an extensive background in finance, investments, and taxation. They are equipped with the latest industry knowledge and are committed to providing customized solutions to meet the individual needs of each client. The company also has a thorough understanding of global markets and offers international investment opportunities to its clients.
Financial Advisor Disclosures to Know:
- Synergy Alternative Capital, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The company does not have any disciplinary actions or regulatory sanctions against it.
- The company does not have any affiliations or relationships that may pose conflicts of interest with its clients.
Overall, Synergy Alternative Capital, LLC is a reputable financial advisor that puts its clients’ interests first. With a proven track record of success and a team of experienced professionals, the company continues to help its clients achieve their financial goals.