Synergy Capital Management

Synergy Capital Management at a glance

• One of 307 fee-only firms based in Georgia in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 6 individual clients.
• Its average account is about $167,000 (assets it manages divided by its 6 accounts).

Fee-only advisors in Georgia · What fee-only advisors charge in Georgia

Facts

Synergy Capital Management fees

Synergy Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Carl Macko

  CFP