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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-16-2015
- Office Locations
- 1
Office Locations
About Synergy Wealth Management, LLC
Synergy Wealth Management is a fee-only RIA based in Grand Rapids, Michigan, serving individuals and small companies. The team provides financial planning and portfolio management, emphasizing low-cost, academically and statistically grounded portfolio construction. A differentiator is its proprietary program that delivers a detailed analysis of clients’ overall financial health to guide investment decisions.
Team overview
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Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Owner & Executives
FREDRICK ROBERT IACOVONI
Chief Compliance Officer, Managing Principal
- CRD
- #2674856
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RYAN K HUYSER
Financial Advisor
- CRD
- #4997525
TYLER JACOB KOTLARZ
Financial Advisor
- CRD
- #6220392
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,247,774 | $209,366 |
| Non-Discretionary | $864,725 | $864,725 |
| Total | $127,112,499 | $210,451 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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