Synergy Investment Group, LLC

Overview

Synergy Investment Group, LLC is a privately held limited liability company that operates as an insurance broker-dealer while offering advisory services to individuals and families. Its advisory focus centers on financial planning and portfolio management for individuals and small businesses. The firm uses a blended fee model that includes percentage-of-AUM charges alongside hourly fees, fixed fees and commission-based compensation. Synergy is not positioned as a capital allocator and does not identify as an active ESG investor. Industry relationships include broker-dealer and insurance company activities alongside functioning as an investment adviser, a mix that helps explain the combination of fee-based planning and commissionable product distribution in its business model.

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Location & Offices