Synergy Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Synergy Capital Management provides fee-only financial planning and investment management to individuals, families, small businesses, pension and profit-sharing plans, trusts, estates and charitable organizations. Services include comprehensive financial planning (retirement, tax, estate and education planning), ongoing asset management, and limited-scope hourly engagements.
The firm manages portfolios under a documented investment policy using a core-and-satellite strategic asset-allocation approach that emphasizes passive index funds and ETFs as the core while selectively adding active funds or individual securities; permitted investments include mutual funds, ETFs, equities, fixed income and, when appropriate, options, futures or other strategies. It typically operates with discretionary trading authority under a limited power of attorney and delivers at least biannual account reviews and written updates.
Noteworthy distinctions include the firm’s small scale—managing roughly $1 million for a very small number of clients—which correlates with more individualized attention and negotiable fee arrangements, and its explicit inclusion of implementation services such as tax-preparation within advisory agreements along with a formal business-continuation agreement to address key-person events. The firm is strictly fee-only (no commissions), recommends discount custodians for custody, and the lead advisor holds professional credentials (CFP®, an MBA and CFA Program candidacy).
Client services
Expertise
Fee options
Financial plan fees range from $750 to $5,000 (negotiable)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001+: 0.60%
$200 per hour for limited scope engagements and follow-on implementation work
Account minimum: $50,000 Minimum fee: $500 minimum annual fee, negotiable Fee-only: Financial planning fees from $750 to $5,000 (negotiable); hourly rate $200/hour; flat fees possible
Main office
Atlanta GA
Advisors at this office
1
Most active in
Georgia
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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