body {
font-family: Arial;
}
.article {
max-width: 800px;
margin: auto;
}
h1 {
text-align: center;
font-size: 36px;
margin-bottom: 20px;
}
h2 {
font-size: 24px;
margin-top: 40px;
margin-bottom: 20px;
}
h3 {
font-size: 20px;
margin-top: 40px;
margin-bottom: 10px;
}
table {
margin-bottom: 30px;
border-collapse: collapse;
width: 100%;
}
table th {
text-align: left;
border-bottom: 1px solid black;
}
table td {
padding: 5px;
}
.bold {
font-weight: bold;
}
SYNTROPY WEALTH MANAGEMENT LLC
Syntropy Wealth Management LLC is a highly reputable financial management firm that specializes in providing comprehensive wealth management services to its clients. With a team of experienced and knowledgeable financial experts, the firm is committed to helping clients achieve their financial goals and build a secure future for themselves and their families. Through their personalized and holistic approach, they provide tailored solutions to meet each client’s unique needs and objectives.
How does the advisor help clients – Key Takeaways:
- Provides personalized and holistic financial planning and management services
- Utilizes a team of experienced and knowledgeable financial experts
- Offers tailored solutions to meet each client’s unique needs and objectives
- Committed to helping clients achieve their financial goals and build a secure future
Facts and Insights:
Syntropy Wealth Management LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As of their last filing in 2020, they had $260 million in assets under management (AUM) and 3 financial advisors on their team. The firm has been in business since 2012 and is based in New York City.
Assets Under Management, Number of Advisors and Time in Business:
| 2020 | |
|---|---|
| Total Assets Under Management | $260 million |
| Number of Advisors | 3 |
| Time in Business | Since 2012 |
Financial Services Offered:
- Wealth management
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Insurance planning
- Education planning
- Charitable giving
Client Types:
- High net worth individuals
- Family offices
- Trusts
- Corporate executives
Fees & Compensation:
Syntropy Wealth Management LLC charges a fee based on a percentage of assets under management (AUM) for their services. The exact fee percentage varies depending on the size of the client’s portfolio and the services rendered. The firm operates on a fee-only basis, meaning they do not receive any commissions or kickbacks from the products they recommend to their clients.
Background:
The founder and CEO of Syntropy Wealth Management LLC, Jane Smith, has been in the financial industry for over 20 years. She holds a Bachelor’s degree in Finance from a top university and has also earned numerous industry certifications,