Synergy Wealth Management, LLC

Synergy Wealth Management, LLC (CRD# 174633) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $20,500,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $164,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Synergy Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Fredrick R. Iacovoni
CRD#: 2674856
660 Cascade W. Parkway Se, Suite 250, Grand Rapids, MI 49546
93
Wealthminder
score

Fredrick Iacovoni (CRD# 2674856) is an Investment Advisor Representative working at Synergy Wealth Management, LLC in Grand Rapids, MI and has over 22 years of experience in the finance industry.

2
Tyler J. Kotlarz
CRD#: 6220392
660 Cascade W. Parkway Se, Suite 250, Grand Rapids, MI 49546
89
Wealthminder
score

Tyler Kotlarz (CRD# 6220392) is an Investment Advisor Representative working at Synergy Wealth Management, LLC in Grand Rapids, MI and has over 4 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.