Synergist Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services and financial planning to individuals, high net worth individuals, trusts and estates, but it does not directly manage client investment accounts. Instead, it recommends and places clients with registered third‑party managers (TPMs) and documents client goals and any client‑imposed investment restrictions.
Its typical engagement model is to evaluate a client’s financial situation and then recommend a TPM or investment style, act as a liaison, and monitor the TPM’s performance and reporting on an ongoing basis. The brochure identifies specific TPM relationships (including Gradient Investments, LLC) and discloses that the firm receives a portion of TPM advisory fees and assists with onboarding and quarterly reviews.
Noteworthy distinctions include disclosed regulatory history and material outside activities: the firm’s managing member entered into a FINRA AWC in 2021 that resulted in a six‑month suspension and fine for an omission to disclose being named beneficiary in a client’s will, and the managing member also operates as a licensed insurance agent (dedicating about 25% of time) and owns a real estate rental business. The firm also describes an incentive arrangement with a TPM that ties additional compensation to quarterly AUM thresholds, a potential conflict of interest the brochure discloses and explains how it is mitigated.
Client services
Expertise
Fee options
All Assets+: 1.85% (Custom Indexing - Strategic) All Assets+: 1.70% (Strategic) All Assets+: 1.70% (Custom Indexing - Allocation) All Assets+: 1.55% (Allocation) All Assets+: 1.65% (Tactical) All Assets+: 1.55% (Defined Outcome) All Assets+: 1.50% (Private Wealth) All Assets+: 1.00% (Preservation) All Assets+: $300 flat fee (Client Directed Accounts)
Advisor representatives receive commissions on insurance products sold as licensed insurance agents.
Fee-only: Financial Planning Fees: Negotiable fixed fee ranging from $500 to $10,000 based on complexity and Client needs, billed 50% in advance and balance upon plan delivery.
Main office
1515 Calliope St., Suite 102
New Orleans LA 70130
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Synergist Private Wealth · Synergist Private Wealth LLC · Synergist Wealth Management · Tise Properties LLC · World Wide Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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