Advisor at Synergy Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Synergy Asset Management, LLC
Location
Vancouver, WA 98684
Credentials
CFP®, CFA®, ChFC®, Series 63, Series 65
Industry experience
24 years
Joseph Maas is a financial advisor at Synergy Asset Management, LLC with 24 years of industry experience. He holds the CFP®, CFA®, and ChFC® designations and has worked at Synergy Asset Management and affiliated firms since 1997. Maas is involved with multiple related entities, including Synergy Financial Services, Rowan Street Advisors, and Synergy Mergers + Acquisitions. Synergy Asset Management provides personalized wealth management and financial planning to individuals, business owners, trusts, retirement plans, and other investment advisers. The firm employs a blend of fundamental, technical, and quantitative analysis across various active and tactical strategies, managing approximately $1.05 billion in assets.
Based on Synergy Asset Management, LLC
Based on Synergy Asset Management, LLC
Based on Synergy Asset Management, LLC
Flat fees or fees based on assets may be negotiated for standalone financial planning services; specific amounts not stated.
$0 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% Over $5 million+: 0.50%
Flat fee or hourly rate may be negotiated for financial planning services when provided separately; specific amounts not stated.
25% performance fee with high-water mark charged to qualified clients investing in affiliated private funds.
$30 annual technology fee applied to third-party asset management client accounts.
13215 Se Mill Plain Blvd, Suite C8 321
Vancouver, WA 98684
Texas · Washington
SPG Advisors LLC
2018 - Present (8 years)
Rowan Street Advisors, LLC
2015 - Present (11 years)
Synergy Mergers + Acquisitions, LLC
2005 - Present (21 years)
Synergy Asset Management, LLC
2001 - Present (25 years)
Synergy Financial Services, Inc.
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
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