Synergy Investment Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$20,000

“Fixed fees range up to a maximum of $20,000 with the total depending on the specific service[s] requested and the nature and complexity of each Client’s circumstances.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Synergy Investment Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Synergy Investment Management LLC’s fees compare

• Its flat or project fee of $20,000 is above the Florida median of $4,900. 92% of the 320 other Florida planners that publish a flat or project fee charge less.

About Synergy Investment Management LLC

• Firm size: 22 employees.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

2,469

Employees

22

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$681,452,500

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

305961

Website

synergywealthalliance.com (opens in new tab)

Phone

(321) 203-4458

Can advise clients in 19 states: Arizona, California, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Altamonte Springs that publish fees

• Certified Advisory CorpAltamonte Springs$500/qtr
• Heritage Advisors Group, Inc.Altamonte Springs$200⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Steadfast Financial ServicesAltamonte Springs$75⁠-⁠$150/hr
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

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