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
Palmyra, PA
Credentials
Series 65
Industry experience
2 years
Kellie Chandler is a financial advisor at Synergy Asset Management, LLC with two years of industry experience and holds a Series 65 designation. Her background includes roles at Messiah University and LifeGuide Financial Advisors, as well as experience in various positions outside finance including at The Hershey Company and Isaac's Restaurants. Synergy Asset Management provides personalized wealth management and financial planning to a diverse client base including individuals, business owners, trusts, and retirement plans. The firm employs a combination of fundamental, technical, and quantitative analysis across multiple active and tactical investment strategies, managing approximately $1.05 billion in regulatory 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.
Palmyra, PA
Pennsylvania
Synergy Asset Management
2023 - Present (3 years)
Synergy Asset Management
2022 - 2023 (1 year)
Messiah University
2022 - 2023 (1 year)
LifeGuide Financial Advisors
2022 - 2022 (1 year)
Messiah University
2021 - 2022 (1 year)
Linglestown Life United Methodist Church
2021 - 2021 (1 year)
Messiah University
2020 - 2023 (3 years)
Isaac's Restaurants
2019 - 2020 (1 year)
Harrisburg Area Community College
2019 - 2020 (1 year)
The Hershey Company
2017 - 2019 (2 years)
McDonalds
2017 - 2017 (1 year)
Lower Dauphin School District
2009 - 2020 (11 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.
CFP®
Palmyra, PA
Wealth Quest, Ltd.
Series 63, Series 65
Hummelstown, PA
Wingert Investment Management, LLC
Series 65
Etters, PA
BrightPath Financial Advisors, LLC
Series 66
Lebanon, PA
GT Wealth LLC
Series 63, Series 65
Harrisburg, PA
Retirement Collaborative LLC
Series 66
Hummelstown, PA
Peeples Wealth Management LLC
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