Synergist Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Synergist Wealth Advisors serves a select group of high-net-worth individuals, families, trusts, estates, private foundations and business entities, and also accepts pension/profit-sharing plans and other institutional clients. It provides family wealth advisory services that combine wealth planning, portfolio management, manager selection and monitoring, and limited consulting on matters such as litigation and arbitration.
The firm builds customized investment policy statements and implements both discretionary and non‑discretionary strategies using a mix of separate accounts, mutual funds, ETFs, and third‑party managers, with periodic monitoring and quarterly account reviews. Client education is part of its planning process, including instruction on portfolio construction and investment choices and occasional workshops or educational sessions.
Notable distinctions include a focus on institutional and plan clients in addition to HNW families, the use of formal referral agreements for third‑party manager selection, and ancillary consulting work for legal and fiduciary clients (including engagements with large organizations). The brochure also discloses a prior consent order with a state regulator addressing disclosure of planning fees and related practices that was resolved without an admission of guilt.
Client services
Expertise
Fee options
$0 - $1,999,999: 0.28% quarterly (Family Wealth Advisory Services Asset-Based Fee) $2,000,000 - $5,999,999: 0.21% quarterly (Family Wealth Advisory Services Asset-Based Fee) $6,000,000+: 0.13% quarterly (Family Wealth Advisory Services Asset-Based Fee) $0 - $1,999,999: 0.35% quarterly (Select Services Portfolio Management Fee) $2,000,000 - $5,999,999: 0.30% quarterly (Select Services Portfolio Management Fee) $6,000,000+: 0.25% quarterly (Select Services Portfolio Management Fee)
$360 per hour for special projects and/or ongoing consulting on wealth planning issues
Account minimum: $2,000,000 Fee-only: Fixed fee quarterly ranging from $3,000 to $6,000 for Wealth Planning Services, may be discounted at discretion of Adviser
Main office
3855 Via Nona Marie, P.O. Box 1844
Carmel CA 93921
Advisors at this office
1
Most active in
California
Also doing business as
Catalyst Wealth Management LLC · Synergist Wealth Advisors · Synergist Wealth Advisors 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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