How does the advisor help clients – Key Takeaways:
Synergy Capital Advisors, LLC provides expert financial advice and services to clients seeking to achieve their long-term financial goals. The firm is committed to helping clients navigate the complex world of personal finance and make informed decisions about managing their wealth.
Facts and Insights
Founded in 2005, Synergy Capital Advisors, LLC has over 15 years of experience in providing financial guidance to individuals and families. The firm is based in New York City and serves clients all over the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Synergy Capital Advisors, LLC offers a wide range of financial services, including portfolio management, retirement planning, tax planning, estate planning, and risk management. The firm also provides investment advisory services, financial planning, and consulting.
Client Types
Synergy Capital Advisors, LLC works with a diverse group of clients, including individuals, families, entrepreneurs, and business owners. The firm also serves high-net-worth individuals and institutions.
Fees & Compensation
For its services, Synergy Capital Advisors, LLC charges a percentage of assets under management as well as advisory fees. The firm strives to keep its fees competitive and transparent to ensure clients receive the best possible value.
Background
Synergy Capital Advisors, LLC was founded by a team of experienced financial professionals with a shared vision of providing exceptional financial advice and services to clients. The firm’s advisors have backgrounds in finance, accounting, and law, and are committed to ongoing education and professional development to stay informed about the latest industry trends and best practices.
Financial Advisor Disclosures to Know
- Registered with the Securities and Exchange Commission (SEC)
- Does not have any disciplinary actions or disclosures
- Complies with all relevant industry regulations and standards