Synergy FG
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$274,294,015
Total clients
115
56% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
38
Average account size
$2,385,165
About
Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm reports managing roughly $274 million in regulatory assets and offers both customized portfolio management and a lighter “Launch” program for clients who do not use its full planning services.
The firm’s investment process combines fundamental and technical analysis with firm-developed asset-allocation models and three strategy frameworks (Income, Growth & Income, and Growth). Portfolios may include ETFs and mutual funds as well as derivatives, institutional-grade real estate, private equity and other direct or illiquid investments, and Synergy may engage third‑party sub‑advisors to manage portions of client assets.
Distinctive features disclosed in the brochure include that the firm’s principal is a licensed insurance agent and may receive commissions when insurance products are recommended (clients are not required to purchase through the firm), and that the firm may use borrowing/margin in separately managed accounts with related borrowing charges disclosed. The combination of active use of complex or illiquid investments, potential leverage in managed accounts, and affiliated insurance activity differentiates Synergy from many peers.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range from $5,000 to $60,000 depending on scope and complexity; fees are negotiable and require prepayment.
$0 - $2,500,000: 1.50% $2,500,001 - $10,000,000: 1.25% $10,000,001+: 1.15%
Commissions are earned by the managing principal for insurance product sales; conflict of interest disclosed.
Account minimum: $10,000,000 for portfolio management services; $1,000,000 for Launch program (investment solutions without financial planning)
Main office location
Synergy FG
San Ramon CA, United States
Number of offices
3
Most active in
California · North Carolina · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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